Loring Wolcott & Coolidge Fiduciary 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 | $2.45M | Hold |
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2025
Q1 | $2.12M | Hold |
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2024
Q4 | $2.61M | Hold |
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2024
Q3 | $2.49M | Sell |
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2024
Q2 | $2.3M | Sell |
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2024
Q1 | $2.56M | Sell |
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2023
Q4 | $2.28M | Buy |
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2023
Q3 | $2.06M | Hold |
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2023
Q2 | $2.32M | Hold |
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2023
Q1 | $2.26M | Hold |
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2022
Q4 | $2.29M | Sell |
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2022
Q3 | $1.95M | Sell |
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2022
Q2 | $1.87M | Sell |
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2022
Q1 | $1.99M | Sell |
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2021
Q4 | $2.13M | Buy |
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2021
Q3 | $2.18M | Hold |
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2021
Q2 | $2.37M | Hold |
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2021
Q1 | $2.52M | Sell |
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2020
Q4 | $2.32M | Sell |
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2020
Q3 | $2.17M | Sell |
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2020
Q2 | $2.02M | Sell |
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2020
Q1 | $1.83M | Sell |
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2019
Q4 | $4.69M | Sell |
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2019
Q3 | $6.22M | Sell |
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2019
Q2 | $25.8M | Sell |
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2019
Q1 | $34.1M | Sell |
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2018
Q4 | $35.5M | Sell |
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2018
Q3 | $43.2M | Sell |
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2018
Q2 | $41.3M | Sell |
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2018
Q1 | $54.2M | Sell |
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2017
Q4 | $60.7M | Buy |
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2017
Q3 | $56.9M | Sell |
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2017
Q2 | $57.2M | Sell |
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2017
Q1 | $52.2M | Sell |
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2016
Q4 | $47.2M | Sell |
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2016
Q3 | $45.1M | Buy |
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2016
Q2 | $39.4M | Sell |
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2016
Q1 | $39.6M | Sell |
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2015
Q4 | $31.8M | Sell |
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2015
Q3 | $49.8M | Hold |
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2015
Q2 | $49.8M | Buy |
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2015
Q1 | $51.9M | Buy |
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2014
Q4 | $52.9M | Buy |
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2014
Q3 | $48.2M | Buy |
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2014
Q2 | $55.1M | Buy |
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2014
Q1 | $53.1M | Sell |
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2013
Q4 | $50.4M | Sell |
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2013
Q3 | $48.3M | Buy |
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2013
Q2 | $39.3M | Buy |
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