Summit Trail Advisors’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 | $2.16M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $290K | Buy |
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