Belpointe Asset 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
Q2 | $684K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $771K | Buy |
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|
2021
Q3 | $764K | Buy |
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|
2021
Q2 | $575K | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $2.09M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | $177K | Sell |
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|
2019
Q2 | $559K | Buy |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $403K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $518K | Sell |
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|
2017
Q3 | $545K | Buy |
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