D.B. Root & Company’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 | $664K | Sell |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.2M | Buy |
|
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $906K | Buy |
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|
2021
Q3 | $920K | Buy |
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|
2021
Q2 | $989K | Buy |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $922K | Buy |
|