Dynamic Advisor Solutions’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $615K | Sell |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Buy |
|