Beacon Financial Group’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 | $521K | Sell |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $923K | Sell |
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|
2020
Q2 | $771K | Sell |
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|
2020
Q1 | $611K | Buy |
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|
2019
Q4 | $757K | Buy |
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|
2019
Q3 | $509K | Sell |
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|
2019
Q2 | $553K | Buy |
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|
2019
Q1 | $506 | Sell |
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|
2018
Q4 | $425K | Sell |
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|
2018
Q3 | $663K | Sell |
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|
2018
Q2 | $622K | Sell |
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|
2018
Q1 | $858K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $976K | Buy |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $472K | Sell |
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|
2016
Q3 | $453K | Buy |
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|
2016
Q2 | $333K | Buy |
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