Bradley Foster & Sargent’s Cummins CMI Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $961K | Buy |  | |||||
| 2025 Q1 | $915K | Sell |  | |||||
| 2024 Q4 | $1.03M | Buy |  | |||||
| 2024 Q3 | $929K | Buy |  | |||||
| 2024 Q2 | $785K | Hold |  | |||||
| 2024 Q1 | $835K | Sell |  | |||||
| 2023 Q4 | $732K | Sell |  | |||||
| 2023 Q3 | $3.07M | Hold |  | |||||
| 2023 Q2 | $3.07M | Buy |  | |||||
| 2023 Q1 | $413K | Sell |  | |||||
| 2022 Q4 | $437K | Sell |  | |||||
| 2022 Q3 | $408K | Sell |  | |||||
| 2022 Q2 | $475K | Sell |  | |||||
| 2022 Q1 | $564K | Sell |  | |||||
| 2021 Q4 | $862K | Buy |  |