ValueWorks’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
299,433
+16,526
| +6% | +$657K | 3.92% | 10 |
|
|
2025
Q1 | $11.8M | Buy |
282,907
+26,567
| +10% | +$1.1M | 4.43% | 8 |
|
|
2024
Q4 | $13.1M | Sell |
256,340
-14,615
| -5% | -$744K | 4.35% | 9 |
|
|
2024
Q3 | $17.3M | Buy |
270,955
+14,600
| +6% | +$931K | 5.5% | 5 |
|
|
2024
Q2 | $17.9M | Buy |
256,355
+2,200
| +0.9% | +$153K | 5.55% | 4 |
|
|
2024
Q1 | $16.3M | Buy |
254,155
+44,675
| +21% | +$2.87M | 5.3% | 4 |
|
|
2023
Q4 | $13M | Sell |
209,480
-1,500
| -0.7% | -$93.3K | 4.42% | 7 |
|
|
2023
Q3 | $9.41M | Buy |
210,980
+90,355
| +75% | +$4.03M | 3.42% | 7 |
|
|
2023
Q2 | $6.74M | Buy |
120,625
+950
| +0.8% | +$53.1K | 2.44% | 14 |
|
|
2023
Q1 | $5.97M | Buy |
+119,675
| New | +$5.97M | 2.27% | 16 |
|