Meristem Family Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $3.41M | Buy |
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|
2020
Q3 | $1.06M | Hold |
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|
2020
Q2 | $874K | Hold |
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|
2020
Q1 | $683K | Sell |
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|
2019
Q4 | $905K | Sell |
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|
2019
Q3 | $871K | Hold |
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|
2019
Q2 | $918K | Hold |
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|
2019
Q1 | $845K | Sell |
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|
2018
Q4 | $728K | Sell |
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|
2018
Q3 | $827K | Hold |
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|
2018
Q2 | $753K | Buy |
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|
2018
Q1 | $886K | Hold |
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|
2017
Q4 | $965K | Hold |
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|
2017
Q3 | $918K | Hold |
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|
2017
Q2 | $886K | Sell |
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|
2017
Q1 | $904K | Hold |
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|
2016
Q4 | $817K | Hold |
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|
2016
Q3 | $766K | Hold |
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|
2016
Q2 | $672K | Sell |
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|
2016
Q1 | $658K | Hold |
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|
2015
Q4 | $527K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $795K | Buy |
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|
2015
Q1 | $839K | Buy |
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|
2014
Q4 | $862K | Hold |
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|
2014
Q3 | $789K | Sell |
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|
2014
Q2 | $925K | Hold |
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|
2014
Q1 | $894K | Hold |
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|
2013
Q4 | $846K | Hold |
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|
2013
Q3 | $797K | Sell |
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|
2013
Q2 | $748K | Buy |
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