HB Wealth 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 | $3.58M | Buy |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $994K | Buy |
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $545K | Buy |
|
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $220K | Buy |
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