Beverly Hills Private Wealth’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 | $377K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $806K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $394K | Buy |
|