Moody National Bank Trust Division’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 | $365K | Buy |
23,885
+703
| +3% | +$10.7K | 0.03% | 383 |
|
|
2025
Q1 | $392K | Buy |
23,182
+6,044
| +35% | +$102K | 0.04% | 367 |
|
|
2024
Q4 | $638K | Buy |
17,138
+3,049
| +22% | +$114K | 0.07% | 310 |
|
|
2024
Q3 | $507K | Buy |
14,089
+4,663
| +49% | +$168K | 0.05% | 344 |
|
|
2024
Q2 | $326K | Hold |
9,426
| – | – | 0.03% | 372 |
|
|
2024
Q1 | $421K | Hold |
9,426
| – | – | 0.03% | 354 |
|
|
2023
Q4 | $368K | Buy |
9,426
+1,766
| +23% | +$68.9K | 0.03% | 386 |
|
|
2023
Q3 | $267K | Hold |
7,660
| – | – | 0.02% | 527 |
|
|
2023
Q2 | $311K | Hold |
7,660
| – | – | 0.02% | 496 |
|
|
2023
Q1 | $285K | Buy |
+7,660
| New | +$285K | 0.02% | 516 |
|