Cerity Partners’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
+19,970
| New | +$305K | ﹤0.01% | 2146 |
|
|
2025
Q1 | – | Sell |
-42,640
| Closed | -$1.54M | – | 2495 |
|
|
2024
Q4 | $1.54M | Sell |
42,640
-3,396
| -7% | -$122K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $1.66M | Buy |
46,036
+6,153
| +15% | +$222K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $1.38M | Sell |
39,883
-2,629
| -6% | -$90.8K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $1.9M | Buy |
+42,512
| New | +$1.9M | 0.01% | 992 |
|