LNWWM
Laird Norton Wetherby Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
+6,982
| New | +$2.29M | 0.1% | 199 |
|
|
2024
Q4 | $2.58M | Sell |
7,411
-13
| -0.2% | -$4.53K | 0.12% | 156 |
|
|
2024
Q3 | $2.4M | Buy |
7,424
+93
| +1% | +$30.1K | 0.11% | 188 |
|
|
2024
Q2 | $2.03M | Sell |
7,331
-61
| -0.8% | -$16.9K | 0.1% | 210 |
|
|
2024
Q1 | $2.18M | Sell |
7,392
-6
| -0.1% | -$1.77K | 0.1% | 207 |
|
|
2023
Q4 | $1.77M | Buy |
7,398
+157
| +2% | +$37.6K | 0.09% | 231 |
|
|
2023
Q3 | $1.65M | Buy |
7,241
+24
| +0.3% | +$5.48K | 0.09% | 230 |
|
|
2023
Q2 | $1.77M | Sell |
7,217
-60
| -0.8% | -$14.7K | 0.1% | 218 |
|
|
2023
Q1 | $1.74M | Buy |
7,277
+175
| +2% | +$41.8K | 0.1% | 218 |
|
|
2022
Q4 | $1.72M | Buy |
7,102
+69
| +1% | +$16.7K | 0.11% | 199 |
|
|
2022
Q3 | $1.43M | Sell |
7,033
-433
| -6% | -$88.1K | 0.1% | 210 |
|
|
2022
Q2 | $1.45M | Sell |
7,466
-242
| -3% | -$46.8K | 0.1% | 211 |
|
|
2022
Q1 | $1.58M | Buy |
7,708
+367
| +5% | +$75.3K | 0.09% | 212 |
|
|
2021
Q4 | $1.6M | Sell |
7,341
-109
| -1% | -$23.8K | 0.09% | 205 |
|
|
2021
Q3 | $1.67M | Sell |
7,450
-217
| -3% | -$48.7K | 0.1% | 179 |
|
|
2021
Q2 | $1.87M | Sell |
7,667
-66
| -0.9% | -$16.1K | 0.11% | 168 |
|
|
2021
Q1 | $2M | Sell |
7,733
-1,880
| -20% | -$487K | 0.15% | 130 |
|
|
2020
Q4 | $2.18M | Buy |
9,613
+2,234
| +30% | +$507K | 0.15% | 129 |
|
|
2020
Q3 | $1.56M | Buy |
7,379
+1
| +0% | +$211 | 0.14% | 144 |
|
|
2020
Q2 | $1.28M | Buy |
7,378
+1,696
| +30% | +$294K | 0.12% | 164 |
|
|
2020
Q1 | $769K | Buy |
5,682
+879
| +18% | +$119K | 0.09% | 229 |
|
|
2019
Q4 | $860K | Buy |
4,803
+82
| +2% | +$14.7K | 0.08% | 245 |
|
|
2019
Q3 | $768K | Sell |
4,721
-88
| -2% | -$14.3K | 0.08% | 272 |
|
|
2019
Q2 | $824K | Buy |
4,809
+156
| +3% | +$26.7K | 0.09% | 244 |
|
|
2019
Q1 | $734K | Buy |
4,653
+75
| +2% | +$11.8K | 0.09% | 248 |
|
|
2018
Q4 | $612K | Buy |
4,578
+75
| +2% | +$10K | 0.09% | 267 |
|
|
2018
Q3 | $657K | Buy |
4,503
+120
| +3% | +$17.5K | 0.08% | 283 |
|
|
2018
Q2 | $583K | Sell |
4,383
-75
| -2% | -$9.98K | 0.08% | 303 |
|
|
2018
Q1 | $723K | Buy |
4,458
+66
| +2% | +$10.7K | 0.1% | 240 |
|
|
2017
Q4 | $775K | Buy |
4,392
+155
| +4% | +$27.4K | 0.11% | 225 |
|
|
2017
Q3 | $711K | Buy |
4,237
+46
| +1% | +$7.72K | 0.11% | 234 |
|
|
2017
Q2 | $680K | Buy |
4,191
+246
| +6% | +$39.9K | 0.12% | 224 |
|
|
2017
Q1 | $597K | Sell |
3,945
-38
| -1% | -$5.75K | 0.11% | 244 |
|
|
2016
Q4 | $544K | Sell |
3,983
-4
| -0.1% | -$546 | 0.11% | 252 |
|
|
2016
Q3 | $511K | Sell |
3,987
-109
| -3% | -$14K | 0.1% | 251 |
|
|
2016
Q2 | $461K | Buy |
4,096
+62
| +2% | +$6.98K | 0.1% | 240 |
|
|
2016
Q1 | $444K | Buy |
+4,034
| New | +$444K | 0.1% | 238 |
|
|
2015
Q4 | – | Sell |
-2,484
| Closed | -$270K | – | 468 |
|
|
2015
Q3 | $270K | Sell |
2,484
-48
| -2% | -$5.22K | 0.07% | 332 |
|
|
2015
Q2 | $332K | Buy |
2,532
+121
| +5% | +$15.9K | 0.08% | 293 |
|
|
2015
Q1 | $335K | Sell |
2,411
-61
| -2% | -$8.48K | 0.08% | 296 |
|
|
2014
Q4 | $356K | Sell |
2,472
-111
| -4% | -$16K | 0.09% | 273 |
|
|
2014
Q3 | $341K | Buy |
2,583
+132
| +5% | +$17.4K | 0.1% | 267 |
|
|
2014
Q2 | $378K | Buy |
2,451
+18
| +0.7% | +$2.78K | 0.11% | 241 |
|
|
2014
Q1 | $363K | Buy |
2,433
+23
| +1% | +$3.43K | 0.1% | 251 |
|
|
2013
Q4 | $340K | Sell |
2,410
-333
| -12% | -$47K | 0.1% | 257 |
|
|
2013
Q3 | $364K | Buy |
2,743
+417
| +18% | +$55.3K | 0.11% | 226 |
|
|
2013
Q2 | $253K | Buy |
+2,326
| New | +$253K | 0.09% | 284 |
|