Waverly 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 | $1.89M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $718K | Hold |
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|
2018
Q2 | $654K | Hold |
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|
2018
Q1 | $797K | Sell |
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|
2017
Q4 | $880K | Buy |
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|
2017
Q3 | $831K | Hold |
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|
2017
Q2 | $803K | Hold |
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|
2017
Q1 | $748K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $20K | Buy |
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