Avior 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
Q1 | – | Sell |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $111K | Buy |
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|
2024
Q2 | $65.4K | Sell |
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|
2024
Q1 | $96.6K | Buy |
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|
2023
Q4 | $3.59K | Hold |
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|
2023
Q3 | $3.43K | Hold |
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|
2023
Q2 | $3.68K | Hold |
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|
2023
Q1 | $3.58K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $194K | Sell |
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|
2018
Q1 | $238K | Sell |
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|
2017
Q4 | $282K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $27K | Buy |
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