Bartlett & Co Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Sell |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $155K | Sell |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $112K | Sell |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $96.6K | Sell |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $94.7K | Buy |
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|
2020
Q3 | $84.5K | Hold |
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|
2020
Q2 | $69.3K | Hold |
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|
2020
Q1 | $54.1K | Hold |
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|
2019
Q4 | $71.6K | Hold |
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|
2019
Q3 | $65.1K | Hold |
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|
2019
Q2 | $68.5K | Sell |
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|
2019
Q1 | $71K | Sell |
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|
2018
Q4 | $61.9K | Hold |
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|
2018
Q3 | $67.6K | Hold |
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|
2018
Q2 | $61.6K | Hold |
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|
2018
Q1 | $75K | Buy |
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