Castleview Partners’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 | $807K | Sell |
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|
2025
Q2 | $668K | Sell |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $7.83K | Sell |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $2.21K | Buy |
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|
2021
Q2 | $495K | Buy |
|