Waldron Private Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $309K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $247K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $371K | Buy |
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|
2014
Q1 | $343K | Sell |
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|
2013
Q4 | $327K | Buy |
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