Meritage Portfolio Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.46M | Sell |
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|
2025
Q2 | $3.54M | Sell |
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|
2025
Q1 | $3.48M | Sell |
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|
2024
Q4 | $3.97M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.84M | Sell |
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|
2019
Q1 | $3.95M | Sell |
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|
2018
Q4 | $3.35M | Sell |
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|
2018
Q3 | $5.68M | Buy |
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|
2018
Q2 | $2.39M | Buy |
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