Westover Capital 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
Q3 | $1.03M | Sell |
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|
2025
Q2 | $844K | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.08M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $298K | Buy |
|