Carr Financial Group’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 | $469K | Buy |
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|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $328K | Buy |
|
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $261K | Buy |
|