Creative Planning’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	$985K	Sell	64,479 -15,862	-20%	-$242K	﹤0.01%	1850
2025 Q1	$1.36M	Buy	80,341 +65,402	+438%	+$1.11M	﹤0.01%	1467
2024 Q4	$556K	Buy	14,939 +4,690	+46%	+$175K	﹤0.01%	2120
2024 Q3	$369K	Buy	+10,249	New	+$369K	﹤0.01%	2357