Private Wealth Management Group’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 | $7.41K | Buy |
485
+20
| +4% | +$305 | ﹤0.01% | 596 |
|
|
2025
Q1 | $7.87K | Buy |
+465
| New | +$7.87K | ﹤0.01% | 556 |
|
|
2024
Q3 | – | Sell |
-42
| Closed | -$1.45K | – | 1509 |
|
|
2024
Q2 | $1.45K | Hold |
42
| – | – | ﹤0.01% | 1165 |
|
|
2024
Q1 | $1.88K | Hold |
42
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q4 | $1.64K | Buy |
+42
| New | +$1.64K | ﹤0.01% | 1064 |
|