YHB Investment 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 | $6.96M | Sell |
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|
2025
Q2 | $5.45M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $5.84M | Sell |
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|
2024
Q3 | $5.45M | Sell |
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|
2024
Q2 | $4.78M | Buy |
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|
2024
Q1 | $5.07M | Sell |
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $4.26M | Buy |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $3.66M | Sell |
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|
2020
Q3 | $3.43M | Sell |
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|
2020
Q2 | $2.85M | Sell |
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|
2020
Q1 | $2.23M | Buy |
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|
2019
Q4 | $2.78M | Sell |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $2.63M | Sell |
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|
2019
Q1 | $2.47M | Buy |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $1M | Sell |
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|
2016
Q2 | $919K | Buy |
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|
2016
Q1 | $881K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $241K | Buy |
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