Forum Financial 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 | $819K | Buy |
|
|||||
|
2025
Q2 | $557K | Buy |
|
|||||
|
2025
Q1 | $503K | Sell |
|
|||||
|
2024
Q4 | $563K | Buy |
|
|||||
|
2024
Q3 | $376K | Sell |
|
|||||
|
2024
Q2 | $332K | Buy |
|
|||||
|
2024
Q1 | $340K | Buy |
|
|||||
|
2023
Q4 | $276K | Sell |
|
|||||
|
2023
Q3 | $329K | Buy |
|
|||||
|
2023
Q2 | $319K | Buy |
|
|||||
|
2023
Q1 | $265K | Buy |
|
|||||
|
2022
Q4 | $269K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $268K | Sell |
|
|||||
|
2021
Q4 | $317K | Buy |
|