Atticus 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 | $449K | Buy |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $409K | Hold |
|
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|
2024
Q2 | $350K | Hold |
|
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|
2024
Q1 | $372K | Hold |
|
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $302K | Hold |
|
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $276K | Hold |
|
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $287K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $432K | Buy |
|