Beacon Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $175K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $617K | Hold |
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|
2023
Q2 | $662K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $875K | Sell |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.7M | Sell |
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|
2018
Q1 | $6.81M | Buy |
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|
2017
Q4 | $6.93M | Buy |
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|
2017
Q3 | $6.39M | Buy |
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