Oak Family Advisors’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,042
| Closed | -$225K | – | 94 |
|
|
2024
Q4 | $225K | Sell |
6,042
-22,022
| -78% | -$820K | 0.08% | 98 |
|
|
2024
Q3 | $1.01M | Sell |
28,064
-159
| -0.6% | -$5.72K | 0.31% | 61 |
|
|
2024
Q2 | $975K | Sell |
28,223
-1,517
| -5% | -$52.4K | 0.33% | 56 |
|
|
2024
Q1 | $1.33M | Buy |
29,740
+57
| +0.2% | +$2.54K | 0.51% | 49 |
|
|
2023
Q4 | $1.16M | Buy |
29,683
+4,063
| +16% | +$159K | 0.49% | 51 |
|
|
2023
Q3 | $894K | Buy |
25,620
+600
| +2% | +$20.9K | 0.42% | 52 |
|
|
2023
Q2 | $1.02M | Hold |
25,020
| – | – | 0.48% | 52 |
|
|
2023
Q1 | $930K | Sell |
25,020
-291
| -1% | -$10.8K | 0.46% | 52 |
|
|
2022
Q4 | $822K | Buy |
25,311
+9,949
| +65% | +$323K | 0.44% | 52 |
|
|
2022
Q3 | $402K | Buy |
15,362
+4,503
| +41% | +$118K | 0.21% | 77 |
|
|
2022
Q2 | $308K | Buy |
+10,859
| New | +$308K | 0.15% | 92 |
|