Neumeier Poma Investment Counsel’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-203,104
| Closed | -$7.31M | – | 45 |
|
|
2024
Q3 | $7.31M | Sell |
203,104
-232,955
| -53% | -$8.39M | 0.7% | 41 |
|
|
2024
Q2 | $15.1M | Sell |
436,059
-9,695
| -2% | -$335K | 1.38% | 36 |
|
|
2024
Q1 | $19.9M | Sell |
445,754
-59,985
| -12% | -$2.68M | 1.82% | 26 |
|
|
2023
Q4 | $19.7M | Sell |
505,739
-5,595
| -1% | -$218K | 1.76% | 28 |
|
|
2023
Q3 | $17.9M | Buy |
511,334
+14,220
| +3% | +$496K | 1.74% | 27 |
|
|
2023
Q2 | $20.2M | Buy |
497,114
+31,010
| +7% | +$1.26M | 1.85% | 28 |
|
|
2023
Q1 | $17.3M | Buy |
466,104
+24,365
| +6% | +$905K | 1.61% | 31 |
|
|
2022
Q4 | $14.3M | Sell |
441,739
-162,525
| -27% | -$5.28M | 1.33% | 34 |
|
|
2022
Q3 | $15.8M | Sell |
604,264
-195,145
| -24% | -$5.11M | 1.57% | 28 |
|
|
2022
Q2 | $22.7M | Buy |
799,409
+7,639
| +1% | +$217K | 1.77% | 28 |
|
|
2022
Q1 | $33.6M | Sell |
791,770
-40,195
| -5% | -$1.7M | 2.25% | 21 |
|
|
2021
Q4 | $38.5M | Buy |
831,965
+35,650
| +4% | +$1.65M | 2.14% | 24 |
|
|
2021
Q3 | $38.5M | Buy |
796,315
+150,240
| +23% | +$7.26M | 2.29% | 24 |
|
|
2021
Q2 | $31.2M | Buy |
646,075
+79,150
| +14% | +$3.82M | 1.82% | 28 |
|
|
2021
Q1 | $29.9M | Buy |
566,925
+275
| +0% | +$14.5K | 1.79% | 31 |
|
|
2020
Q4 | $21.8M | Buy |
566,650
+16,875
| +3% | +$649K | 1.44% | 34 |
|
|
2020
Q3 | $18.2M | Buy |
549,775
+100
| +0% | +$3.31K | 1.5% | 31 |
|
|
2020
Q2 | $18.4M | Sell |
549,675
-500
| -0.1% | -$16.7K | 1.66% | 30 |
|
|
2020
Q1 | $13.8M | Sell |
550,175
-39,878
| -7% | -$997K | 1.42% | 35 |
|
|
2019
Q4 | $23.6M | Buy |
590,053
+61,525
| +12% | +$2.46M | 1.81% | 29 |
|
|
2019
Q3 | $19.3M | Buy |
528,528
+4,300
| +0.8% | +$157K | 1.61% | 31 |
|
|
2019
Q2 | $22M | Buy |
524,228
+113,250
| +28% | +$4.75M | 1.82% | 28 |
|
|
2019
Q1 | $14.1M | Buy |
+410,978
| New | +$14.1M | 1.18% | 36 |
|