Bartlett & Co’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $97K | Sell |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $54K | Buy |
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|
2019
Q3 | $65K | Hold |
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|
2019
Q2 | $69K | Sell |
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|
2019
Q1 | $71K | Sell |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $69K | Hold |
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|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $62K | Sell |
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|
2016
Q4 | $70K | Hold |
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|
2016
Q3 | $66K | Sell |
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|
2016
Q2 | $59K | Buy |
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|
2016
Q1 | $47K | Sell |
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|
2015
Q4 | $42K | Sell |
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|
2015
Q3 | $57K | Buy |
|
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|
2015
Q2 | $62K | Hold |
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|
2015
Q1 | $66K | Hold |
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|
2014
Q4 | $68K | Buy |
|
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|
2014
Q3 | $56K | Sell |
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|
2014
Q2 | $127K | Hold |
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|
2014
Q1 | $123K | Sell |
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|
2013
Q4 | $131K | Sell |
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|
2013
Q3 | $136K | Buy |
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|
2013
Q2 | $100K | Buy |
|