Evermay 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 | $126K | Sell |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $157K | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $455K | Sell |
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|
2019
Q4 | $624K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $634K | Sell |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $564K | Buy |
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|
2018
Q2 | $502K | Sell |
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|
2018
Q1 | $620K | Buy |
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|
2017
Q4 | $434K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $348K | Sell |
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|
2014
Q1 | $440K | Buy |
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