Petrus Trust Company’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 | $350K | Buy |
+22,897
| New | +$350K | 0.04% | 247 |
|
|
2025
Q1 | – | Sell |
-15,428
| Closed | -$575K | – | 620 |
|
|
2024
Q4 | $575K | Sell |
15,428
-10,490
| -40% | -$391K | 0.06% | 167 |
|
|
2024
Q3 | $933K | Buy |
25,918
+10,153
| +64% | +$366K | 0.09% | 47 |
|
|
2024
Q2 | $545K | Sell |
15,765
-4,356
| -22% | -$150K | 0.05% | 202 |
|
|
2024
Q1 | $898K | Sell |
20,121
-3,654
| -15% | -$163K | 0.08% | 57 |
|
|
2023
Q4 | $928K | Buy |
+23,775
| New | +$928K | 0.09% | 51 |
|
|
2020
Q2 | – | Sell |
-14,553
| Closed | -$364K | – | 266 |
|
|
2020
Q1 | $364K | Buy |
+14,553
| New | +$364K | 0.05% | 51 |
|
|
2019
Q4 | – | Sell |
-9,374
| Closed | -$341K | – | 295 |
|
|
2019
Q3 | $341K | Buy |
+9,374
| New | +$341K | 0.06% | 73 |
|
|
2018
Q1 | – | Sell |
-8,624
| Closed | -$345K | – | 173 |
|
|
2017
Q4 | $345K | Buy |
+8,624
| New | +$345K | 0.09% | 84 |
|