EWM
Evercore Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Hold |
1,234
| – | – | 0.01% | 305 |
|
|
2025
Q1 | $387K | Hold |
1,234
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $430K | Hold |
1,234
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $400K | Sell |
1,234
-150
| -11% | -$48.6K | 0.01% | 301 |
|
|
2024
Q2 | $383K | Hold |
1,384
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $408K | Sell |
1,384
-14
| -1% | -$4.13K | 0.01% | 305 |
|
|
2023
Q4 | $335K | Buy |
1,398
+20
| +1% | +$4.79K | 0.01% | 325 |
|
|
2023
Q3 | $315K | Hold |
1,378
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $338K | Sell |
1,378
-100
| -7% | -$24.5K | 0.01% | 316 |
|
|
2023
Q1 | $353K | Sell |
1,478
-48
| -3% | -$11.5K | 0.01% | 304 |
|
|
2022
Q4 | $370K | Buy |
1,526
+124
| +9% | +$30K | 0.01% | 301 |
|
|
2022
Q3 | $285K | Sell |
1,402
-981
| -41% | -$199K | 0.01% | 322 |
|
|
2022
Q2 | $461K | Sell |
2,383
-13
| -0.5% | -$2.52K | 0.01% | 264 |
|
|
2022
Q1 | $491K | Buy |
2,396
+979
| +69% | +$201K | 0.01% | 284 |
|
|
2021
Q4 | $309K | Hold |
1,417
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $318K | Hold |
1,417
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $345K | Sell |
1,417
-5,004
| -78% | -$1.22M | 0.01% | 342 |
|
|
2021
Q1 | $1.66M | Sell |
6,421
-1,397
| -18% | -$362K | 0.03% | 184 |
|
|
2020
Q4 | $1.78M | Buy |
7,818
+5,010
| +178% | +$1.14M | 0.04% | 166 |
|
|
2020
Q3 | $593K | Buy |
2,808
+13
| +0.5% | +$2.75K | 0.01% | 246 |
|
|
2020
Q2 | $484K | Buy |
2,795
+71
| +3% | +$12.3K | 0.01% | 263 |
|
|
2020
Q1 | $369K | Sell |
2,724
-88
| -3% | -$11.9K | 0.01% | 271 |
|
|
2019
Q4 | $503K | Buy |
2,812
+641
| +30% | +$115K | 0.01% | 278 |
|
|
2019
Q3 | $353K | Buy |
2,171
+167
| +8% | +$27.2K | 0.01% | 310 |
|
|
2019
Q2 | $343K | Sell |
2,004
-222
| -10% | -$38K | 0.01% | 323 |
|
|
2019
Q1 | $351K | Sell |
2,226
-225
| -9% | -$35.5K | 0.01% | 311 |
|
|
2018
Q4 | $328K | Sell |
2,451
-28
| -1% | -$3.75K | 0.01% | 295 |
|
|
2018
Q3 | $362K | Hold |
2,479
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $330K | Hold |
2,479
| – | – | 0.01% | 313 |
|
|
2018
Q1 | $402K | Sell |
2,479
-22
| -0.9% | -$3.57K | 0.02% | 268 |
|
|
2017
Q4 | $442K | Sell |
2,501
-250
| -9% | -$44.2K | 0.02% | 266 |
|
|
2017
Q3 | $462K | Buy |
2,751
+49
| +2% | +$8.23K | 0.02% | 263 |
|
|
2017
Q2 | $438K | Hold |
2,702
| – | – | 0.02% | 269 |
|
|
2017
Q1 | $409K | Buy |
2,702
+159
| +6% | +$24.1K | 0.02% | 280 |
|
|
2016
Q4 | $348K | Sell |
2,543
-103
| -4% | -$14.1K | 0.01% | 287 |
|
|
2016
Q3 | $339K | Hold |
2,646
| – | – | 0.01% | 296 |
|
|
2016
Q2 | $298K | Sell |
2,646
-95
| -3% | -$10.7K | 0.01% | 300 |
|
|
2016
Q1 | $301K | Sell |
2,741
-40
| -1% | -$4.39K | 0.01% | 300 |
|
|
2015
Q4 | $244K | Buy |
2,781
+326
| +13% | +$28.6K | 0.01% | 339 |
|
|
2015
Q3 | $266K | Hold |
2,455
| – | – | 0.01% | 344 |
|
|
2015
Q2 | $321K | Sell |
2,455
-692
| -22% | -$90.5K | 0.01% | 341 |
|
|
2015
Q1 | $437K | Buy |
3,147
+321
| +11% | +$44.6K | 0.02% | 296 |
|
|
2014
Q4 | $406K | Buy |
2,826
+95
| +3% | +$13.6K | 0.02% | 270 |
|
|
2014
Q3 | $361K | Hold |
2,731
| – | – | 0.02% | 310 |
|
|
2014
Q2 | $422K | Sell |
2,731
-2,050
| -43% | -$317K | 0.02% | 292 |
|
|
2014
Q1 | $711K | Buy |
4,781
+181
| +4% | +$26.9K | 0.04% | 213 |
|
|
2013
Q4 | $648K | Sell |
4,600
-34,911
| -88% | -$4.92M | 0.04% | 231 |
|
|
2013
Q3 | $5.25M | Sell |
39,511
-6,729
| -15% | -$894K | 0.3% | 90 |
|
|
2013
Q2 | $5.02M | Buy |
+46,240
| New | +$5.02M | 0.28% | 95 |
|