Orion Portfolio Solutions’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 | $374K | Sell |
22,118
-41,018
| -65% | -$694K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $2.35M | Sell |
63,136
-2,551
| -4% | -$95K | 0.02% | 619 |
|
|
2024
Q3 | $2.36M | Sell |
65,687
-3,728
| -5% | -$134K | 0.02% | 605 |
|
|
2024
Q2 | $2.4M | Buy |
69,415
+9,176
| +15% | +$317K | 0.03% | 566 |
|
|
2024
Q1 | $2.69M | Buy |
60,239
+2,042
| +4% | +$91.1K | 0.03% | 523 |
|
|
2023
Q4 | $2.19M | Sell |
58,197
-3,960
| -6% | -$149K | 0.03% | 586 |
|
|
2023
Q3 | $2.17M | Sell |
62,157
-2,439
| -4% | -$85.1K | 0.03% | 580 |
|
|
2023
Q2 | $2.63M | Sell |
64,596
-4,618
| -7% | -$188K | 0.03% | 528 |
|
|
2023
Q1 | $2.57M | Buy |
+69,214
| New | +$2.57M | 0.03% | 493 |
|