Concord Wealth Partners’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.21K | Hold |
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2025
Q2 | $2.39K | Hold |
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2025
Q1 | $2.49K | Hold |
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|
2024
Q4 | $3.06K | Hold |
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|
2024
Q3 | $3.83K | Hold |
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|
2024
Q2 | $4.18K | Hold |
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|
2024
Q1 | $3.85K | Hold |
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|
2023
Q4 | $3.73K | Hold |
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|
2023
Q3 | $2.67K | Hold |
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|
2023
Q2 | $3.35K | Hold |
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|
2023
Q1 | $2.99K | Hold |
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|
2022
Q4 | $1.52K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q4 | $4K | Buy |
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