OneDigital Investment 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	-6,410	Closed	-$239K	–	1415
2024 Q4	$239K	Sell	6,410 -37	-0.6%	-$1.38K	﹤0.01%	1242
2024 Q3	$232K	Sell	6,447 -43	-0.7%	-$1.55K	﹤0.01%	1285
2024 Q2	$224K	Buy	+6,490	New	+$224K	﹤0.01%	1239