FRG Family Wealth Advisors’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 | $215K | Hold |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $185K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $258K | Hold |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $324K | Hold |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $400K | Sell |
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|
2017
Q4 | $480K | Hold |
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|
2017
Q3 | $457K | Hold |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $413K | Buy |
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|
2016
Q4 | $335K | Hold |
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|
2016
Q3 | $314K | Hold |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $221K | Buy |
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