LT
Legacy Trust’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
18,034
-1,764
| -9% | -$578K | 1.45% | 26 |
|
|
2025
Q1 | $6.21M | Buy |
19,798
+165
| +0.8% | +$51.7K | 1.5% | 27 |
|
|
2024
Q4 | $6.84M | Buy |
19,633
+211
| +1% | +$73.6K | 1.59% | 21 |
|
|
2024
Q3 | $6.29M | Buy |
19,422
+230
| +1% | +$74.5K | 1.44% | 27 |
|
|
2024
Q2 | $5.31M | Buy |
19,192
+770
| +4% | +$213K | 1.32% | 28 |
|
|
2024
Q1 | $5.43M | Buy |
18,422
+175
| +1% | +$51.6K | 1.35% | 27 |
|
|
2023
Q4 | $4.37M | Sell |
18,247
-58
| -0.3% | -$13.9K | 1.14% | 31 |
|
|
2023
Q3 | $4.18M | Buy |
18,305
+95
| +0.5% | +$21.7K | 1.22% | 28 |
|
|
2023
Q2 | $4.46M | Buy |
18,210
+438
| +2% | +$107K | 1.23% | 30 |
|
|
2023
Q1 | $4.25M | Sell |
17,772
-144
| -0.8% | -$34.4K | 1.26% | 28 |
|
|
2022
Q4 | $4.34M | Buy |
+17,916
| New | +$4.34M | 1.34% | 28 |
|