Capital Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Sell |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $104K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $248K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | $362K | Hold |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $358K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $245K | Buy |
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