Empirical Wealth Management’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 | $11.7M | Buy |
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2025
Q1 | $10.2M | Buy |
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2024
Q4 | $600K | Buy |
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2024
Q3 | $509K | Hold |
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2024
Q2 | $436K | Sell |
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2024
Q1 | $506K | Sell |
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2023
Q4 | $422K | Buy |
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2023
Q3 | $398K | Sell |
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2023
Q2 | $437K | Sell |
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2023
Q1 | $567K | Buy |
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2022
Q4 | $568K | Buy |
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2022
Q3 | $436K | Buy |
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2022
Q2 | $412K | Sell |
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2022
Q1 | $519K | Sell |
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2021
Q4 | $775K | Sell |
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2021
Q3 | $1.04M | Buy |
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2021
Q2 | $1.03M | Buy |
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2021
Q1 | $835K | Sell |
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2020
Q4 | $959K | Buy |
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2020
Q3 | $795K | Sell |
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2020
Q2 | $671K | Buy |
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2020
Q1 | $405K | Buy |
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2019
Q4 | $414K | Buy |
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2019
Q3 | $310K | Buy |
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2019
Q2 | $245K | Sell |
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2019
Q1 | $230K | Buy |
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