Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $209K | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $211K | Sell |
|
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|
2017
Q1 | $301K | Buy |
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|
2016
Q4 | $241K | Buy |
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|
2016
Q2 | $430K | Sell |
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|
2016
Q1 | $429K | Sell |
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|
2015
Q4 | $367K | Buy |
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|
2015
Q3 | $399K | Sell |
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|
2015
Q2 | $4.97M | Buy |
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|
2015
Q1 | $4.76M | Buy |
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|
2014
Q4 | $260K | Buy |
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|
2014
Q3 | $228K | Sell |
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|
2014
Q2 | $408K | Sell |
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|
2014
Q1 | $464K | Buy |
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|
2013
Q4 | $406K | Sell |
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|
2013
Q3 | $407K | Sell |
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|
2013
Q2 | $350K | Buy |
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