EP Wealth 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 | $1.2M | Buy |
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|
2025
Q1 | $990K | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $825K | Sell |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $551K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $492K | Buy |
|