Clifford Swan Investment Counsel’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 | $6.07M | Sell |
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|
2025
Q1 | $5.9M | Hold |
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|
2024
Q4 | $6.56M | Hold |
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|
2024
Q3 | $6.09M | Sell |
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|
2024
Q2 | $5.24M | Sell |
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|
2024
Q1 | $5.58M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $4.42M | Sell |
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|
2023
Q2 | $4.75M | Hold |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $3.96M | Hold |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.25M | Sell |
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|
2021
Q3 | $4.78M | Hold |
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|
2021
Q2 | $4.5M | Sell |
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|
2021
Q1 | $5.25M | Hold |
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|
2020
Q4 | $4.61M | Sell |
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|
2020
Q3 | $4.29M | Hold |
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|
2020
Q2 | $3.52M | Sell |
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|
2020
Q1 | $2.77M | Hold |
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|
2019
Q4 | $3.67M | Sell |
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|
2019
Q3 | $3.38M | Hold |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.28M | Sell |
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|
2018
Q4 | $2.79M | Hold |
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|
2018
Q3 | $3.05M | Sell |
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|
2018
Q2 | $2.79M | Hold |
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|
2018
Q1 | $3.4M | Sell |
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|
2017
Q4 | $3.73M | Hold |
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|
2017
Q3 | $3.55M | Sell |
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|
2017
Q2 | $3.55M | Sell |
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|
2017
Q1 | $3.4M | Hold |
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|
2016
Q4 | $3.08M | Hold |
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|
2016
Q3 | $2.88M | Hold |
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|
2016
Q2 | $2.53M | Buy |
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|
2016
Q1 | $2.46M | Buy |
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|
2015
Q4 | $1.97M | Sell |
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|
2015
Q3 | $3.01M | Sell |
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|
2015
Q2 | $4.86M | Sell |
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|
2015
Q1 | $5.21M | Buy |
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|
2014
Q4 | $4.6M | Buy |
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|
2014
Q3 | $4.02M | Buy |
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|
2014
Q2 | $4.52M | Buy |
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|
2014
Q1 | $4.2M | Buy |
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|
2013
Q4 | $3.32M | Sell |
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|
2013
Q3 | $3.17M | Sell |
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|
2013
Q2 | $2.63M | Buy |
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