CM Wealth Advisors’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 | $1.92M | Buy |
107,676
+4,350
| +4% | +$77.7K | 0.57% | 22 |
|
|
2025
Q1 | $2.23M | Sell |
103,326
-200
| -0.2% | -$4.32K | 0.71% | 17 |
|
|
2024
Q4 | $2.72M | Sell |
103,526
-13,600
| -12% | -$357K | 0.89% | 14 |
|
|
2024
Q3 | $3.6M | Sell |
117,126
-1,000
| -0.8% | -$30.7K | 1.16% | 12 |
|
|
2024
Q2 | $3.06M | Buy |
118,126
+8,500
| +8% | +$220K | 1.45% | 10 |
|
|
2024
Q1 | $2.85M | Sell |
109,626
-8,000
| -7% | -$208K | 0.81% | 16 |
|
|
2023
Q4 | $3.17M | Sell |
117,626
-5,000
| -4% | -$135K | 1.36% | 12 |
|
|
2023
Q3 | $3.01M | Hold |
122,626
| – | – | 1.16% | 12 |
|
|
2023
Q2 | $2.37M | Buy |
122,626
+7,500
| +7% | +$145K | 0.78% | 16 |
|
|
2023
Q1 | $1.42M | Sell |
115,126
-2,000
| -2% | -$24.6K | 0.27% | 88 |
|
|
2022
Q4 | $1.43M | Hold |
117,126
| – | – | 0.73% | 17 |
|
|
2022
Q3 | $1.32B | Buy |
117,126
+13,713
| +13% | +$155M | 0.73% | 17 |
|
|
2022
Q2 | $1.64M | Buy |
+103,413
| New | +$1.64M | 1% | 17 |
|