Charles Schwab’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 | $7.42M | Buy |
486,043
+36,105
| +8% | +$551K | ﹤0.01% | 2153 |
|
|
2025
Q1 | $7.62M | Buy |
449,938
+37,363
| +9% | +$633K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $15.4M | Buy |
412,575
+21,830
| +6% | +$813K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $14.1M | Buy |
390,745
+18,802
| +5% | +$677K | ﹤0.01% | 1880 |
|
|
2024
Q2 | $12.8M | Buy |
371,943
+8,330
| +2% | +$288K | ﹤0.01% | 1915 |
|
|
2024
Q1 | $16.2M | Buy |
363,613
+5,780
| +2% | +$258K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $14M | Buy |
357,833
+5,125
| +1% | +$200K | ﹤0.01% | 1817 |
|
|
2023
Q3 | $12.3M | Buy |
352,708
+8,360
| +2% | +$292K | ﹤0.01% | 1801 |
|
|
2023
Q2 | $14M | Sell |
344,348
-1,024
| -0.3% | -$41.6K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $12.8M | Buy |
345,372
+9,122
| +3% | +$339K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $10.9M | Buy |
336,250
+20,669
| +7% | +$671K | ﹤0.01% | 1809 |
|
|
2022
Q3 | $8.26M | Buy |
315,581
+17,527
| +6% | +$459K | ﹤0.01% | 1949 |
|
|
2022
Q2 | $8.46M | Buy |
298,054
+17,468
| +6% | +$496K | ﹤0.01% | 1923 |
|
|
2022
Q1 | $11.9M | Buy |
280,586
+13,810
| +5% | +$586K | ﹤0.01% | 1850 |
|
|
2021
Q4 | $12.3M | Buy |
266,776
+7,105
| +3% | +$329K | ﹤0.01% | 1889 |
|
|
2021
Q3 | $12.6M | Buy |
259,671
+7,653
| +3% | +$370K | ﹤0.01% | 1873 |
|
|
2021
Q2 | $12.2M | Buy |
252,018
+33,414
| +15% | +$1.61M | ﹤0.01% | 1900 |
|
|
2021
Q1 | $11.5M | Buy |
218,604
+4,168
| +2% | +$220K | ﹤0.01% | 1872 |
|
|
2020
Q4 | $8.24M | Buy |
214,436
+14,292
| +7% | +$549K | ﹤0.01% | 1968 |
|
|
2020
Q3 | $6.63M | Buy |
200,144
+9,582
| +5% | +$317K | ﹤0.01% | 1930 |
|
|
2020
Q2 | $6.38M | Buy |
190,562
+24,845
| +15% | +$831K | ﹤0.01% | 1905 |
|
|
2020
Q1 | $4.14M | Buy |
165,717
+13,304
| +9% | +$333K | ﹤0.01% | 1923 |
|
|
2019
Q4 | $6.1M | Sell |
152,413
-5,120
| -3% | -$205K | ﹤0.01% | 1921 |
|
|
2019
Q3 | $5.74M | Sell |
157,533
-32,728
| -17% | -$1.19M | ﹤0.01% | 1898 |
|
|
2019
Q2 | $7.99M | Buy |
190,261
+22,716
| +14% | +$953K | ﹤0.01% | 1733 |
|
|
2019
Q1 | $5.76M | Buy |
167,545
+27,587
| +20% | +$948K | ﹤0.01% | 1914 |
|
|
2018
Q4 | $4.22M | Sell |
139,958
-204
| -0.1% | -$6.15K | ﹤0.01% | 1992 |
|
|
2018
Q3 | $5.54M | Sell |
140,162
-11,321
| -7% | -$448K | ﹤0.01% | 1992 |
|
|
2018
Q2 | $6.57M | Buy |
151,483
+1,847
| +1% | +$80.1K | ﹤0.01% | 1856 |
|
|
2018
Q1 | $5.36M | Buy |
149,636
+2,516
| +2% | +$90.2K | ﹤0.01% | 1901 |
|
|
2017
Q4 | $5.88M | Sell |
147,120
-2,703
| -2% | -$108K | ﹤0.01% | 1839 |
|
|
2017
Q3 | $5.67M | Buy |
149,823
+25,995
| +21% | +$984K | 0.01% | 1815 |
|
|
2017
Q2 | $3.15M | Buy |
123,828
+2,900
| +2% | +$73.7K | ﹤0.01% | 2048 |
|
|
2017
Q1 | $3M | Buy |
120,928
+4,104
| +4% | +$102K | ﹤0.01% | 2023 |
|
|
2016
Q4 | $3.16M | Buy |
116,824
+49,357
| +73% | +$1.33M | ﹤0.01% | 1967 |
|
|
2016
Q3 | $1.2M | Buy |
67,467
+3,138
| +5% | +$56K | ﹤0.01% | 2354 |
|
|
2016
Q2 | $911K | Sell |
64,329
-1,714
| -3% | -$24.3K | ﹤0.01% | 2380 |
|
|
2016
Q1 | $1.04M | Buy |
66,043
+1,291
| +2% | +$20.3K | ﹤0.01% | 2328 |
|
|
2015
Q4 | $1.22M | Buy |
64,752
+1,714
| +3% | +$32.4K | ﹤0.01% | 2298 |
|
|
2015
Q3 | $1.15M | Sell |
63,038
-8,721
| -12% | -$158K | ﹤0.01% | 2340 |
|
|
2015
Q2 | $1.79M | Buy |
71,759
+2,079
| +3% | +$52K | ﹤0.01% | 2160 |
|
|
2015
Q1 | $1.88M | Buy |
69,680
+3,353
| +5% | +$90.4K | ﹤0.01% | 2087 |
|
|
2014
Q4 | $1.86M | Buy |
66,327
+15,056
| +29% | +$422K | ﹤0.01% | 2053 |
|
|
2014
Q3 | $1.13M | Buy |
51,271
+1,020
| +2% | +$22.4K | ﹤0.01% | 2246 |
|
|
2014
Q2 | $1.36M | Sell |
50,251
-320
| -0.6% | -$8.66K | ﹤0.01% | 2190 |
|
|
2014
Q1 | $1.36M | Buy |
50,571
+1,200
| +2% | +$32.2K | ﹤0.01% | 2143 |
|
|
2013
Q4 | $1.34M | Buy |
49,371
+1,440
| +3% | +$39.1K | ﹤0.01% | 2129 |
|
|
2013
Q3 | $1.17M | Buy |
47,931
+484
| +1% | +$11.8K | ﹤0.01% | 2143 |
|
|
2013
Q2 | $1.04M | Buy |
+47,447
| New | +$1.04M | ﹤0.01% | 2142 |
|