Essex Financial Services’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 | $2.05M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $984K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $668K | Sell |
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|
2020
Q3 | $833K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $564K | Sell |
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|
2019
Q1 | $529K | Sell |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $576K | Buy |
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|
2018
Q1 | $638K | Sell |
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|
2017
Q4 | $711K | Buy |
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|
2017
Q3 | $676K | Buy |
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|
2017
Q2 | $650K | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $941K | Buy |
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|
2016
Q3 | $882K | Buy |
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|
2016
Q2 | $773K | Sell |
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|
2016
Q1 | $993K | Sell |
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|
2015
Q4 | $879K | Sell |
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|
2015
Q3 | $1.28M | Buy |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $1.63M | Sell |
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|
2014
Q4 | $1.91M | Sell |
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|
2014
Q3 | $1.86M | Sell |
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|
2014
Q2 | $2.18M | Buy |
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|
2014
Q1 | $2.05M | Buy |
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|
2013
Q4 | $1.68M | Buy |
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|
2013
Q3 | $1.34K | Sell |
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|
2013
Q2 | $1.09M | Buy |
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