Ellis Investment Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $131K | Sell |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $136K | Sell |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $161K | Buy |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $93K | Hold |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $63K | Buy |
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