Chesley Taft & Associates’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 | $558K | Hold |
|
|||||
|
2025
Q2 | $432K | Hold |
|
|||||
|
2025
Q1 | $414K | Hold |
|
|||||
|
2024
Q4 | $460K | Hold |
|
|||||
|
2024
Q3 | $427K | Hold |
|
|||||
|
2024
Q2 | $366K | Hold |
|
|||||
|
2024
Q1 | $389K | Hold |
|
|||||
|
2023
Q4 | $316K | Hold |
|
|||||
|
2023
Q3 | $302K | Hold |
|
|||||
|
2023
Q2 | $324K | Sell |
|
|||||
|
2023
Q1 | $320K | Buy |
|
|||||
|
2022
Q4 | $320K | Sell |
|
|||||
|
2022
Q3 | $289K | Hold |
|
|||||
|
2022
Q2 | $275K | Hold |
|
|||||
|
2022
Q1 | $273K | Hold |
|
|||||
|
2021
Q4 | $310K | Hold |
|
|||||
|
2021
Q3 | $319K | Buy |
|
|||||
|
2021
Q2 | $315K | Hold |
|
|||||
|
2021
Q1 | $337K | Buy |
|
|||||
|
2020
Q4 | $211K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $2.29M | Buy |
|
|||||
|
2015
Q2 | $2.69M | Buy |
|
|||||
|
2015
Q1 | $2.82M | Sell |
|
|||||
|
2014
Q4 | $3.04M | Buy |
|
|||||
|
2014
Q3 | $2.72M | Buy |
|
|||||
|
2014
Q2 | $3.17M | Buy |
|
|||||
|
2014
Q1 | $3.04M | Buy |
|
|||||
|
2013
Q4 | $2.79M | Sell |
|
|||||
|
2013
Q3 | $2.66M | Sell |
|
|||||
|
2013
Q2 | $2.18M | Buy |
|