Cary Street Partners Investment Advisory’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
$74.7K Buy
2025
Q1
$52.7K Buy
2024
Q4
$39K Sell
2024
Q3
$330K Buy
2024
Q2
$282K Buy
2024
Q1
$281K Buy
2023
Q4
Sell
2023
Q3
$17.8K Buy
2023
Q2
$15.9K Hold
2023
Q1
$15.5K Hold
2022
Q4
$15.7K Buy
2021
Q1
Sell
2020
Q4
$404K Buy