Everett Harris & Co’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
1,745
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $547K | Hold |
1,745
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $608K | Hold |
1,745
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $565K | Sell |
1,745
-10
| -0.6% | -$3.24K | 0.01% | 180 |
|
|
2024
Q2 | $486K | Buy |
1,755
+55
| +3% | +$15.2K | 0.01% | 183 |
|
|
2024
Q1 | $501K | Buy |
1,700
+25
| +1% | +$7.37K | 0.01% | 182 |
|
|
2023
Q4 | $401K | Sell |
1,675
-1,075
| -39% | -$258K | 0.01% | 194 |
|
|
2023
Q3 | $628K | Hold |
2,750
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $674K | Hold |
2,750
| – | – | 0.01% | 156 |
|
|
2023
Q1 | $657K | Hold |
2,750
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $666K | Sell |
2,750
-150
| -5% | -$36.3K | 0.01% | 149 |
|
|
2022
Q3 | $590K | Hold |
2,900
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $561K | Hold |
2,900
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $595K | Hold |
2,900
| – | – | 0.01% | 174 |
|
|
2021
Q4 | $633K | Hold |
2,900
| – | – | 0.01% | 164 |
|
|
2021
Q3 | $651K | Hold |
2,900
| – | – | 0.01% | 159 |
|
|
2021
Q2 | $707K | Hold |
2,900
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $751K | Hold |
2,900
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $659K | Hold |
2,900
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $612K | Hold |
2,900
| – | – | 0.01% | 153 |
|
|
2020
Q2 | $502K | Buy |
+2,900
| New | +$502K | 0.01% | 157 |
|