Asset Allocation & Management Company’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 | $250K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $883K | Hold |
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|
2022
Q4 | $895K | Sell |
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|
2022
Q3 | $978K | Hold |
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|
2022
Q2 | $930K | Hold |
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|
2022
Q1 | $986K | Hold |
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|
2021
Q4 | $1.05M | Buy |
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