Evercore 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 | $404K | Hold |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $484K | Buy |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $503K | Buy |
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|
2019
Q3 | $353K | Buy |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $362K | Hold |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $402K | Sell |
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|
2017
Q4 | $442K | Sell |
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|
2017
Q3 | $462K | Buy |
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|
2017
Q2 | $438K | Hold |
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|
2017
Q1 | $409K | Buy |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $339K | Hold |
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|
2016
Q2 | $298K | Sell |
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|
2016
Q1 | $301K | Sell |
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|
2015
Q4 | $244K | Buy |
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|
2015
Q3 | $266K | Hold |
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|
2015
Q2 | $321K | Sell |
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|
2015
Q1 | $437K | Buy |
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|
2014
Q4 | $406K | Buy |
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|
2014
Q3 | $361K | Hold |
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|
2014
Q2 | $422K | Sell |
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|
2014
Q1 | $711K | Buy |
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|
2013
Q4 | $648K | Sell |
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|
2013
Q3 | $5.25M | Sell |
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|
2013
Q2 | $5.01M | Buy |
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