Creative Planning’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 | $22.2M | Buy |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $22.1M | Buy |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $16.8M | Sell |
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|
2024
Q1 | $18.4M | Buy |
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $7.26M | Buy |
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|
2023
Q1 | $7M | Sell |
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|
2022
Q4 | $7.38M | Buy |
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|
2022
Q3 | $5.3M | Buy |
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|
2022
Q2 | $4.89M | Buy |
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|
2022
Q1 | $4.53M | Buy |
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|
2021
Q4 | $4.73M | Buy |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $5.07M | Sell |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $4.72M | Buy |
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|
2020
Q3 | $4.28M | Buy |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $2.55M | Sell |
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|
2019
Q4 | $3.88M | Sell |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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|
2019
Q1 | $3.1M | Buy |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $3.22M | Sell |
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|
2018
Q2 | $3.5M | Sell |
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|
2018
Q1 | $5.19M | Buy |
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|
2017
Q4 | $5.57M | Buy |
|
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|
2017
Q3 | $5.18M | Sell |
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|
2017
Q2 | $5.06M | Buy |
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|
2017
Q1 | $4.06M | Sell |
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|
2016
Q4 | $3.77M | Buy |
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|
2016
Q3 | $3.41M | Buy |
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|
2016
Q2 | $2.64M | Sell |
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|
2016
Q1 | $2.67M | Sell |
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|
2015
Q4 | $2.18M | Sell |
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|
2015
Q3 | $2.81M | Buy |
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|
2015
Q2 | $3.14M | Buy |
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|
2015
Q1 | $3.09M | Buy |
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|
2014
Q4 | $2.3M | Buy |
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|
2014
Q3 | $2.04M | Buy |
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|
2014
Q2 | $2.21M | Buy |
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|
2014
Q1 | $2.08M | Buy |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $1.59M | Buy |
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|
2013
Q2 | $1.06M | Buy |
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