Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Buy |
|