Global Wealth Management Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $147K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $18K | Sell |
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|
2019
Q3 | $18K | Sell |
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|
2019
Q2 | $29K | Buy |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $15K | Buy |
|