Shepherd Financial Partners’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 | $593K | Sell |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $874K | Buy |
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|
2023
Q1 | $849K | Sell |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $839K | Buy |
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|
2020
Q1 | $653K | Buy |
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|
2019
Q4 | $740K | Buy |
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|
2019
Q3 | $666K | Sell |
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|
2019
Q2 | $706K | Sell |
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|
2019
Q1 | $670K | Sell |
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|
2018
Q4 | $597K | Buy |
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