Choate Investment Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
759
| – | – | 0.01% | 365 |
|
|
2025
Q1 | $238K | Sell |
759
-9
| -1% | -$2.82K | 0.01% | 360 |
|
|
2024
Q4 | $268K | Buy |
768
+88
| +13% | +$30.7K | 0.01% | 346 |
|
|
2024
Q3 | $220K | Sell |
680
-210
| -24% | -$68K | 0.01% | 358 |
|
|
2024
Q2 | $246K | Buy |
890
+3
| +0.3% | +$831 | 0.01% | 334 |
|
|
2024
Q1 | $261K | Hold |
887
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $212K | Buy |
+887
| New | +$212K | 0.01% | 356 |
|