LIM
Loudon Investment Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Hold |
7,526
| – | – | 1.36% | 26 |
|
|
2025
Q1 | $2.36M | Buy |
7,526
+180
| +2% | +$56.4K | 1.35% | 26 |
|
|
2024
Q4 | $2.56M | Hold |
7,346
| – | – | 1.46% | 26 |
|
|
2024
Q3 | $2.38M | Sell |
7,346
-26
| -0.4% | -$8.42K | 1.3% | 27 |
|
|
2024
Q2 | $2.04M | Hold |
7,372
| – | – | 1.2% | 29 |
|
|
2024
Q1 | $2.17M | Hold |
7,372
| – | – | 1.25% | 31 |
|
|
2023
Q4 | $1.77M | Hold |
7,372
| – | – | 1.09% | 32 |
|
|
2023
Q3 | $1.68M | Hold |
7,372
| – | – | 1.16% | 30 |
|
|
2023
Q2 | $1.81M | Hold |
7,372
| – | – | 1.19% | 30 |
|
|
2023
Q1 | $1.76M | Sell |
7,372
-1,866
| -20% | -$446K | 1.22% | 29 |
|
|
2022
Q4 | $2.24M | Sell |
9,238
-135
| -1% | -$32.7K | 1.62% | 25 |
|
|
2022
Q3 | $1.91M | Hold |
9,373
| – | – | 1.52% | 23 |
|
|
2022
Q2 | $1.81M | Buy |
9,373
+551
| +6% | +$107K | 1.36% | 27 |
|
|
2022
Q1 | $1.81M | Buy |
8,822
+779
| +10% | +$160K | 1.19% | 27 |
|
|
2021
Q4 | $1.76M | Hold |
8,043
| – | – | 1.12% | 32 |
|
|
2021
Q3 | $1.81M | Sell |
8,043
-205
| -2% | -$46K | 1.28% | 31 |
|
|
2021
Q2 | $2.01M | Sell |
8,248
-97
| -1% | -$23.7K | 1.37% | 27 |
|
|
2021
Q1 | $2.16M | Sell |
8,345
-375
| -4% | -$97.2K | 1.55% | 25 |
|
|
2020
Q4 | $1.98M | Sell |
8,720
-35
| -0.4% | -$7.95K | 1.55% | 27 |
|
|
2020
Q3 | $1.85M | Hold |
8,755
| – | – | 1.56% | 26 |
|
|
2020
Q2 | $1.52M | Hold |
8,755
| – | – | 1.31% | 27 |
|
|
2020
Q1 | $1.19M | Sell |
8,755
-149
| -2% | -$20.2K | 1.24% | 29 |
|
|
2019
Q4 | $1.59M | Hold |
8,904
| – | – | 1.24% | 29 |
|
|
2019
Q3 | $1.45M | Hold |
8,904
| – | – | 1.22% | 33 |
|
|
2019
Q2 | $1.53M | Hold |
8,904
| – | – | 1.29% | 27 |
|
|
2019
Q1 | $1.41M | Hold |
8,904
| – | – | 1.23% | 28 |
|
|
2018
Q4 | $1.19M | Hold |
8,904
| – | – | 1.13% | 30 |
|
|
2018
Q3 | $1.3M | Hold |
8,904
| – | – | 1.05% | 37 |
|
|
2018
Q2 | $1.18M | Hold |
8,904
| – | – | 0.95% | 41 |
|
|
2018
Q1 | $1.44M | Sell |
8,904
-110
| -1% | -$17.8K | 1.15% | 34 |
|
|
2017
Q4 | $1.59M | Hold |
9,014
| – | – | 1.2% | 35 |
|
|
2017
Q3 | $1.52M | Sell |
9,014
-800
| -8% | -$134K | 1.19% | 33 |
|
|
2017
Q2 | $1.59M | Sell |
9,814
-2,665
| -21% | -$432K | 1.21% | 32 |
|
|
2017
Q1 | $1.89M | Sell |
12,479
-3,810
| -23% | -$576K | 1.44% | 28 |
|
|
2016
Q4 | $2.23M | Sell |
16,289
-27
| -0.2% | -$3.69K | 1.74% | 26 |
|
|
2016
Q3 | $2.09M | Sell |
16,316
-15
| -0.1% | -$1.92K | 1.63% | 26 |
|
|
2016
Q2 | $1.84M | Buy |
16,331
+2,740
| +20% | +$308K | 1.46% | 26 |
|
|
2016
Q1 | $1.49M | Buy |
13,591
+916
| +7% | +$101K | 1.2% | 27 |
|
|
2015
Q4 | $1.12M | Buy |
+12,675
| New | +$1.12M | 0.9% | 34 |
|