SIAP
Sterling Investment Advisors (Pennsylvania)’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Hold |
6,050
| – | – | 0.43% | 66 |
|
|
2025
Q1 | $1.9M | Sell |
6,050
-225
| -4% | -$70.5K | 0.46% | 63 |
|
|
2024
Q4 | $2.19M | Sell |
6,275
-340
| -5% | -$119K | 0.53% | 61 |
|
|
2024
Q3 | $2.14M | Sell |
6,615
-175
| -3% | -$56.7K | 0.54% | 61 |
|
|
2024
Q2 | $1.88M | Sell |
6,790
-160
| -2% | -$44.3K | 0.51% | 61 |
|
|
2024
Q1 | $2.05M | Hold |
6,950
| – | – | 0.58% | 57 |
|
|
2023
Q4 | $1.67M | Hold |
6,950
| – | – | 0.52% | 56 |
|
|
2023
Q3 | $1.59M | Hold |
6,950
| – | – | 0.55% | 57 |
|
|
2023
Q2 | $1.7M | Hold |
6,950
| – | – | 0.56% | 56 |
|
|
2023
Q1 | $1.66M | Sell |
6,950
-100
| -1% | -$23.9K | 0.56% | 55 |
|
|
2022
Q4 | $1.71M | Sell |
7,050
-25
| -0.4% | -$6.06K | 0.61% | 51 |
|
|
2022
Q3 | $1.44M | Hold |
7,075
| – | – | 0.54% | 56 |
|
|
2022
Q2 | $1.37M | Hold |
7,075
| – | – | 0.47% | 61 |
|
|
2022
Q1 | $1.45M | Buy |
7,075
+80
| +1% | +$16.4K | 0.41% | 70 |
|
|
2021
Q4 | $1.53M | Hold |
6,995
| – | – | 0.43% | 68 |
|
|
2021
Q3 | $1.57M | Hold |
6,995
| – | – | 0.47% | 66 |
|
|
2021
Q2 | $1.71M | Buy |
6,995
+70
| +1% | +$17.1K | 0.5% | 62 |
|
|
2021
Q1 | $1.79M | Hold |
6,925
| – | – | 0.58% | 62 |
|
|
2020
Q4 | $1.57M | Hold |
6,925
| – | – | 0.53% | 61 |
|
|
2020
Q3 | $1.46M | Sell |
6,925
-150
| -2% | -$31.7K | 0.56% | 59 |
|
|
2020
Q2 | $1.23M | Sell |
7,075
-200
| -3% | -$34.6K | 0.51% | 60 |
|
|
2020
Q1 | $984K | Sell |
7,275
-400
| -5% | -$54.1K | 0.52% | 58 |
|
|
2019
Q4 | $1.37M | Sell |
7,675
-575
| -7% | -$103K | 0.63% | 49 |
|
|
2019
Q3 | $1.34M | Sell |
8,250
-1,450
| -15% | -$236K | 0.69% | 45 |
|
|
2019
Q2 | $1.66M | Sell |
9,700
-2,208
| -19% | -$378K | 0.85% | 40 |
|
|
2019
Q1 | $1.88M | Sell |
11,908
-396
| -3% | -$62.5K | 0.96% | 35 |
|
|
2018
Q4 | $1.64M | Sell |
12,304
-2,102
| -15% | -$281K | 0.97% | 34 |
|
|
2018
Q3 | $2.1M | Buy |
14,406
+5,906
| +69% | +$863K | 1.11% | 22 |
|
|
2018
Q2 | $1.13M | Buy |
+8,500
| New | +$1.13M | 0.67% | 46 |
|