Zurich Cantonal Bank’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 |
-7,229
| Closed | -$122K | – | 2574 |
|
2025
Q1 | $122K | Hold |
7,229
| – | – | ﹤0.01% | 2321 |
|
2024
Q4 | $269K | Buy |
7,229
+3,000
| +71% | +$112K | ﹤0.01% | 2006 |
|
2024
Q3 | $152K | Hold |
4,229
| – | – | ﹤0.01% | 2256 |
|
2024
Q2 | $146K | Hold |
4,229
| – | – | ﹤0.01% | 2198 |
|
2024
Q1 | $189K | Sell |
4,229
-3,716
| -47% | -$166K | ﹤0.01% | 2076 |
|
2023
Q4 | $310K | Sell |
7,945
-1,074
| -12% | -$41.9K | ﹤0.01% | 1823 |
|
2023
Q3 | $315K | Hold |
9,019
| – | – | ﹤0.01% | 1673 |
|
2023
Q2 | $367K | Buy |
9,019
+4,081
| +83% | +$166K | ﹤0.01% | 1539 |
|
2023
Q1 | $183K | Hold |
4,938
| – | – | ﹤0.01% | 1920 |
|
2022
Q4 | $160K | Buy |
4,938
+1,087
| +28% | +$35.3K | ﹤0.01% | 1961 |
|
2022
Q3 | $101K | Hold |
3,851
| – | – | ﹤0.01% | 2212 |
|
2022
Q2 | $109K | Sell |
3,851
-1,505
| -28% | -$42.6K | ﹤0.01% | 2171 |
|
2022
Q1 | $227K | Sell |
5,356
-5
| -0.1% | -$212 | ﹤0.01% | 1804 |
|
2021
Q4 | $248K | Buy |
5,361
+2,843
| +113% | +$132K | ﹤0.01% | 1925 |
|
2021
Q3 | $122K | Hold |
2,518
| – | – | ﹤0.01% | 2216 |
|
2021
Q2 | $121K | Hold |
2,518
| – | – | ﹤0.01% | 2109 |
|
2021
Q1 | $133K | Hold |
2,518
| – | – | ﹤0.01% | 2007 |
|
2020
Q4 | $97K | Hold |
2,518
| – | – | ﹤0.01% | 2222 |
|
2020
Q3 | $83K | Buy |
2,518
+961
| +62% | +$31.7K | ﹤0.01% | 2062 |
|
2020
Q2 | $52K | Hold |
1,557
| – | – | ﹤0.01% | 2200 |
|
2020
Q1 | $39K | Hold |
1,557
| – | – | ﹤0.01% | 2052 |
|
2019
Q4 | $62K | Hold |
1,557
| – | – | ﹤0.01% | 2019 |
|
2019
Q3 | $57K | Buy |
1,557
+580
| +59% | +$21.2K | ﹤0.01% | 1944 |
|
2019
Q2 | $41K | Hold |
977
| – | – | ﹤0.01% | 2179 |
|
2019
Q1 | $34K | Hold |
977
| – | – | ﹤0.01% | 2205 |
|
2018
Q4 | $29K | Hold |
977
| – | – | ﹤0.01% | 2312 |
|
2018
Q3 | $39K | Hold |
977
| – | – | ﹤0.01% | 2276 |
|
2018
Q2 | $42K | Hold |
977
| – | – | ﹤0.01% | 2219 |
|
2018
Q1 | $35K | Hold |
977
| – | – | ﹤0.01% | 2251 |
|
2017
Q4 | $39K | Buy |
977
+369
| +61% | +$14.7K | ﹤0.01% | 2183 |
|
2017
Q3 | $23K | Hold |
608
| – | – | ﹤0.01% | 2210 |
|
2017
Q2 | $15K | Hold |
608
| – | – | ﹤0.01% | 2335 |
|
2017
Q1 | $15K | Hold |
608
| – | – | ﹤0.01% | 2391 |
|
2016
Q4 | $16K | Hold |
608
| – | – | ﹤0.01% | 2329 |
|
2016
Q3 | $11K | Hold |
608
| – | – | ﹤0.01% | 2391 |
|
2016
Q2 | $9K | Hold |
608
| – | – | ﹤0.01% | 2396 |
|
2016
Q1 | $10K | Hold |
608
| – | – | ﹤0.01% | 2353 |
|
2015
Q4 | $11K | Hold |
608
| – | – | ﹤0.01% | 2331 |
|
2015
Q3 | $11K | Buy |
+608
| New | +$11K | ﹤0.01% | 1877 |
|