DBIA
Dumont & Blake Investment Advisors’s Hyster-Yale Materials Handling HY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
15,621
+2,432
| +18% | +$96.7K | 0.16% | 130 |
|
|
2025
Q1 | $548K | Buy |
13,189
+2,330
| +21% | +$96.8K | 0.15% | 129 |
|
|
2024
Q4 | $553K | Sell |
10,859
-2,300
| -17% | -$117K | 0.15% | 131 |
|
|
2024
Q3 | $839K | Sell |
13,159
-13,049
| -50% | -$832K | 0.22% | 109 |
|
|
2024
Q2 | $1.83M | Buy |
26,208
+21,954
| +516% | +$1.53M | 0.26% | 94 |
|
|
2024
Q1 | $273K | Buy |
4,254
+29
| +0.7% | +$1.86K | 0.08% | 172 |
|
|
2023
Q4 | $263K | Buy |
+4,225
| New | +$263K | 0.08% | 168 |
|
|
2023
Q3 | – | Sell |
-4,225
| Closed | -$236K | – | 186 |
|
|
2023
Q2 | $236K | Hold |
4,225
| – | – | 0.08% | 169 |
|
|
2023
Q1 | $211K | Buy |
+4,225
| New | +$211K | 0.07% | 179 |
|