Ascent Wealth Partners’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 | $7.75M | Sell |
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|
2025
Q2 | $6.05M | Sell |
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|
2025
Q1 | $6.42M | Buy |
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|
2024
Q4 | $6.5M | Buy |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $699K | Buy |
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|
2021
Q1 | $720K | Buy |
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|
2020
Q4 | $629K | Buy |
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|
2020
Q3 | $561K | Buy |
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|
2020
Q2 | $455K | Sell |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $558K | Sell |
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|
2019
Q3 | $510K | Sell |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $379K | Sell |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $508K | Buy |
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|
2017
Q3 | $474K | Hold |
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|
2017
Q2 | $457K | Sell |
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|
2017
Q1 | $429K | Sell |
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|
2016
Q4 | $389K | Sell |
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|
2016
Q3 | $368K | Hold |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $287K | Sell |
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|
2015
Q4 | $231K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $863K | Buy |
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|
2014
Q3 | $746K | Buy |
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|
2014
Q2 | $852K | Buy |
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|
2014
Q1 | $819K | Buy |
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|
2013
Q4 | $738K | Buy |
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