Avantax Advisory Services’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 | $3.04M | Buy |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.2M | Buy |
|
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|
2024
Q1 | $894K | Sell |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.02M | Buy |
|
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|
2022
Q4 | $997K | Buy |
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|
2022
Q3 | $794K | Buy |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $655K | Buy |
|
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $562K | Buy |
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|
2019
Q3 | $454K | Sell |
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|
2019
Q2 | $587K | Buy |
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|
2019
Q1 | $537K | Buy |
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|
2018
Q4 | $414K | Buy |
|