Ballast Advisors’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 | $216K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $223K | Buy |
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