Everett Harris & Co’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 | $571K | Hold |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $628K | Hold |
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|
2023
Q2 | $674K | Hold |
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|
2023
Q1 | $657K | Hold |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $651K | Hold |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $659K | Hold |
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|
2020
Q3 | $612K | Hold |
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|
2020
Q2 | $502K | Buy |
|