AE Wealth Management’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 | $5.06M | Buy |
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|
2025
Q1 | $4.58M | Sell |
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|
2024
Q4 | $5.18M | Sell |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $4.41M | Sell |
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|
2023
Q4 | $4.55M | Buy |
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|
2023
Q3 | $4.32M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $5.61M | Buy |
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|
2021
Q4 | $2.64M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $914K | Buy |
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|
2020
Q1 | $667K | Buy |
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|
2019
Q4 | $794K | Buy |
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|
2019
Q3 | $658K | Sell |
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|
2019
Q2 | $720K | Buy |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $385K | Sell |
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|
2018
Q3 | $499K | Buy |
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|
2018
Q2 | $404K | Sell |
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|
2018
Q1 | $495K | Buy |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $961K | Buy |
|
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|
2017
Q2 | $912K | Buy |
|
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|
2017
Q1 | $216K | Buy |
|