Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.93K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $6.17K | Sell |
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|
2024
Q1 | $53.4K | Buy |
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|
2023
Q4 | $38.1K | Hold |
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|
2023
Q3 | $36.3K | Hold |
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|
2023
Q2 | $39K | Sell |
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|
2023
Q1 | $41.8K | Hold |
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|
2022
Q4 | $42.4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $39K | Buy |
|