Creative Planning’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
Q4
$245K Buy
2017
Q1
Sell
2016
Q4
$64K Buy
2016
Q3
Sell
2016
Q2
$12K Buy
2015
Q4
Sell
2015
Q3
$12K Buy
2015
Q2
Sell
2015
Q1
$7K Hold
2014
Q4
$7K Buy
2014
Q3
Sell
2014
Q2
$18K Hold
2014
Q1
$20K Hold
2013
Q4
$19K Buy