Carson Wealth (CWM LLC)’s Park-Ohio Holdings PKOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
359
+311
| +648% | +$5.2K | ﹤0.01% | 4550 |
|
|
2025
Q1 | $1K | Sell |
48
-139
| -74% | -$2.9K | ﹤0.01% | 4957 |
|
|
2024
Q4 | $5K | Buy |
187
+5
| +3% | +$134 | ﹤0.01% | 4229 |
|
|
2024
Q3 | $6K | Buy |
182
+76
| +72% | +$2.51K | ﹤0.01% | 4030 |
|
|
2024
Q2 | $3K | Buy |
106
+105
| +10,500% | +$2.97K | ﹤0.01% | 4110 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4638 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$6K | – | 3772 |
|
|
2021
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 2648 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | – | – | 3166 |
|
|
2018
Q4 | $0 | Sell |
12
-3
| -20% | – | ﹤0.01% | 2206 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1719 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1567 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1309 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1122 |
|
|
2017
Q1 | $1K | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 1090 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1042 |
|