Cascade Investment Advisors’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,110
| Closed | -$1.23M | – | 115 |
|
|
2024
Q4 | $1.23M | Buy |
33,110
+590
| +2% | +$22K | 0.79% | 62 |
|
|
2024
Q3 | $1.17M | Buy |
32,520
+2,820
| +9% | +$102K | 0.75% | 74 |
|
|
2024
Q2 | $1.03M | Buy |
29,700
+1,640
| +6% | +$56.6K | 0.69% | 77 |
|
|
2024
Q1 | $1.25M | Buy |
28,060
+435
| +2% | +$19.4K | 0.82% | 57 |
|
|
2023
Q4 | $1.08M | Buy |
27,625
+1,495
| +6% | +$58.3K | 0.77% | 66 |
|
|
2023
Q3 | $912K | Buy |
+26,130
| New | +$912K | 0.72% | 72 |
|