Caldwell Trust’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 | $2.87M | Buy |
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|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.01M | Sell |
|
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.67M | Sell |
|
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.6M | Hold |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $2.14M | Buy |
|
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.33M | Buy |
|