Colonial Trust Advisors’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 | $334K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $198K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $220K | Buy |
|