Harbor Investment Advisory’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $196K | Sell |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | $166K | Sell |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $210K | Buy |
|