Douglass Winthrop 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 | $377K | Hold |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $298K | Buy |
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