Fiduciary Group’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 | $1.63M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.5M | Hold |
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|
2024
Q1 | $1.6M | Hold |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.43M | Hold |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.51M | Hold |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.45M | Hold |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $879K | Hold |
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|
2020
Q1 | $686K | Sell |
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|
2019
Q4 | $912K | Buy |
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|
2019
Q3 | $817K | Sell |
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|
2019
Q2 | $978K | Sell |
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|
2019
Q1 | $996K | Sell |
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|
2018
Q4 | $847K | Sell |
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|
2018
Q3 | $966K | Sell |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.62M | Sell |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.38M | Sell |
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|
2016
Q1 | $1.41M | Buy |
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|
2015
Q4 | $1.1M | Buy |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | $1.21M | Buy |
|