Gladstone Institutional Advisory’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 | $524K | Buy |
|
|||||
|
2025
Q2 | $399K | Sell |
|
|||||
|
2025
Q1 | $411K | Sell |
|
|||||
|
2024
Q4 | $469K | Sell |
|
|||||
|
2024
Q3 | $451K | Buy |
|
|||||
|
2024
Q2 | $357K | Buy |
|
|||||
|
2024
Q1 | $378K | Sell |
|
|||||
|
2023
Q4 | $440K | Sell |
|
|||||
|
2023
Q3 | $435K | Buy |
|
|||||
|
2023
Q2 | $444K | Sell |
|
|||||
|
2023
Q1 | $603K | Sell |
|
|||||
|
2022
Q4 | $5.08M | Buy |
|
|||||
|
2022
Q3 | $559K | Buy |
|
|||||
|
2022
Q2 | $413K | Buy |
|
|||||
|
2022
Q1 | $287K | Buy |
|
|||||
|
2021
Q4 | $288K | Sell |
|
|||||
|
2021
Q3 | $324K | Buy |
|
|||||
|
2021
Q2 | $331K | Buy |
|
|||||
|
2021
Q1 | $264K | Buy |
|