Edge 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
Q3 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $115K | Buy |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $81K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $102K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $82K | Hold |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $91K | Hold |
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|
2014
Q3 | $83K | Hold |
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|
2014
Q2 | $96K | Hold |
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|
2014
Q1 | $93K | Hold |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $83K | Hold |
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|
2013
Q2 | $69K | Buy |
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