BlackDiamond Wealth 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 | $389K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $700K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $388K | Buy |
|