Concentric 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
Q3 | $560K | Hold |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $412K | Hold |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $689K | Sell |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $693K | Sell |
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|
2020
Q3 | $665K | Hold |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $591K | Buy |
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