CreativeOne Wealth’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 | $400K | Sell |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $243K | Buy |
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