Envestnet Asset Management’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 | – | Sell |
-28,229
| Closed | -$478K | – | 4449 |
|
|
2025
Q1 | $478K | Sell |
28,229
-128,305
| -82% | -$2.17M | ﹤0.01% | 3649 |
|
|
2024
Q4 | $5.83M | Sell |
156,534
-7,287
| -4% | -$271K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $5.9M | Buy |
163,821
+1,885
| +1% | +$67.9K | ﹤0.01% | 1997 |
|
|
2024
Q2 | $5.59M | Buy |
161,936
+3,241
| +2% | +$112K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $7.08M | Buy |
158,695
+14,464
| +10% | +$646K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $5.63M | Sell |
144,231
-232
| -0.2% | -$9.05K | ﹤0.01% | 1814 |
|
|
2023
Q3 | $5.04M | Buy |
144,463
+45,075
| +45% | +$1.57M | ﹤0.01% | 1792 |
|
|
2023
Q2 | $4.04M | Buy |
99,388
+526
| +0.5% | +$21.4K | ﹤0.01% | 1833 |
|
|
2023
Q1 | $3.67M | Buy |
98,862
+8,598
| +10% | +$320K | ﹤0.01% | 1817 |
|
|
2022
Q4 | $2.93M | Sell |
90,264
-3,550
| -4% | -$115K | ﹤0.01% | 1920 |
|
|
2022
Q3 | $2.45M | Buy |
93,814
+6,921
| +8% | +$181K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $2.47M | Sell |
86,893
-3,172
| -4% | -$90K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $3.82M | Buy |
90,065
+28,069
| +45% | +$1.19M | ﹤0.01% | 1768 |
|
|
2021
Q4 | $2.87M | Buy |
61,996
+50,520
| +440% | +$2.34M | ﹤0.01% | 1932 |
|
|
2021
Q3 | $555K | Buy |
+11,476
| New | +$555K | ﹤0.01% | 2908 |
|
|
2020
Q1 | – | Sell |
-6,752
| Closed | -$270K | – | 2993 |
|
|
2019
Q4 | $270K | Sell |
6,752
-4,399
| -39% | -$176K | ﹤0.01% | 2783 |
|
|
2019
Q3 | $406K | Buy |
11,151
+78
| +0.7% | +$2.84K | ﹤0.01% | 2486 |
|
|
2019
Q2 | $465K | Buy |
11,073
+143
| +1% | +$6.01K | ﹤0.01% | 2437 |
|
|
2019
Q1 | $375K | Buy |
+10,930
| New | +$375K | ﹤0.01% | 2495 |
|
|
2018
Q3 | – | Sell |
-6,554
| Closed | -$284K | – | 1486 |
|
|
2018
Q2 | $284K | Sell |
6,554
-268
| -4% | -$11.6K | ﹤0.01% | 1530 |
|
|
2018
Q1 | $245K | Buy |
6,822
+885
| +15% | +$31.8K | ﹤0.01% | 1490 |
|
|
2017
Q4 | $237K | Sell |
5,937
-119
| -2% | -$4.75K | ﹤0.01% | 1760 |
|
|
2017
Q3 | $229K | Sell |
6,056
-23
| -0.4% | -$870 | ﹤0.01% | 1774 |
|
|
2017
Q2 | $155K | Sell |
6,079
-15
| -0.2% | -$382 | ﹤0.01% | 1966 |
|
|
2017
Q1 | $151K | Buy |
6,094
+91
| +2% | +$2.26K | ﹤0.01% | 2033 |
|
|
2016
Q4 | $162K | Buy |
6,003
+550
| +10% | +$14.8K | ﹤0.01% | 1977 |
|
|
2016
Q3 | $97K | Buy |
5,453
+1,905
| +54% | +$33.9K | ﹤0.01% | 2331 |
|
|
2016
Q2 | $50K | Sell |
3,548
-294
| -8% | -$4.14K | ﹤0.01% | 2721 |
|
|
2016
Q1 | $61K | Buy |
3,842
+650
| +20% | +$10.3K | ﹤0.01% | 2632 |
|
|
2015
Q4 | $60K | Sell |
3,192
-683
| -18% | -$12.8K | ﹤0.01% | 2595 |
|
|
2015
Q3 | $70K | Buy |
+3,875
| New | +$70K | ﹤0.01% | 2497 |
|
|
2015
Q1 | – | Sell |
-1,017
| Closed | -$29K | – | 2087 |
|
|
2014
Q4 | $29K | Hold |
1,017
| – | – | ﹤0.01% | 1621 |
|
|
2014
Q3 | $22K | Buy |
1,017
+553
| +119% | +$12K | ﹤0.01% | 1834 |
|
|
2014
Q2 | $13K | Buy |
464
+371
| +399% | +$10.4K | ﹤0.01% | 1913 |
|
|
2014
Q1 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 2282 |
|