Heritage 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
Q1 | – | Sell |
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|
2024
Q4 | $4.88K | Buy |
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|
2024
Q3 | $3.88K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $52.5K | Hold |
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|
2023
Q2 | $56.3K | Hold |
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|
2023
Q1 | $54.9K | Hold |
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|
2022
Q4 | $55.6K | Hold |
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|
2022
Q3 | $46.7K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $51.6K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $59.5K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $48.5K | Hold |
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|
2020
Q2 | $39.8K | Hold |
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|
2020
Q1 | $31.1K | Sell |
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|
2019
Q4 | $42.4K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $39.3K | Buy |
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