Confluence Wealth Services’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 | $686K | Hold |
|
|||||
|
2025
Q1 | $594K | Hold |
|
|||||
|
2024
Q4 | $773K | Sell |
|
|||||
|
2024
Q3 | $708K | Sell |
|
|||||
|
2024
Q2 | $944K | Buy |
|
|||||
|
2024
Q1 | $756K | Buy |
|
|||||
|
2023
Q4 | $445K | Sell |
|
|||||
|
2023
Q3 | $428K | Buy |
|
|||||
|
2023
Q2 | $456K | Buy |
|
|||||
|
2023
Q1 | $443K | Hold |
|
|||||
|
2022
Q4 | $449K | Hold |
|
|||||
|
2022
Q3 | $377K | Sell |
|
|||||
|
2022
Q2 | $442K | Buy |
|
|||||
|
2022
Q1 | $373K | Buy |
|
|||||
|
2021
Q4 | $393K | Buy |
|