Pathstone Holdings’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 | – | Sell |
-15,177
| Closed | -$257K | – | 2178 |
|
|
2025
Q1 | $257K | Sell |
15,177
-6,719
| -31% | -$114K | ﹤0.01% | 1969 |
|
|
2024
Q4 | $815K | Sell |
21,896
-347
| -2% | -$12.9K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $801K | Sell |
22,243
-8,708
| -28% | -$313K | ﹤0.01% | 1482 |
|
|
2024
Q2 | $1.07M | Sell |
30,951
-1,390
| -4% | -$48K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $1.44M | Buy |
32,341
+23,063
| +249% | +$1.03M | 0.01% | 1058 |
|
|
2023
Q4 | $362K | Buy |
+9,278
| New | +$362K | ﹤0.01% | 1695 |
|