EverSource Wealth Advisors’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 | $548K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $197K | Buy |
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|
2024
Q1 | $188K | Buy |
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|
2023
Q4 | $82.4K | Buy |
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|
2023
Q3 | $55.7K | Sell |
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|
2023
Q2 | $62.8K | Buy |
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|
2023
Q1 | $53.7K | Buy |
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|
2022
Q4 | $31.5K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $8K | Buy |
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