Crewe 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 | $172K | Sell |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $154K | Sell |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $9K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $27K | Buy |
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