Avantax Planning 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 | $344K | Sell |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $539K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $374K | Buy |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $285K | Sell |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $424K | Sell |
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|
2017
Q3 | $556K | Buy |
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|
2017
Q2 | $495K | Buy |
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|
2017
Q1 | $450K | Buy |
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|
2016
Q4 | $388K | Buy |
|