Horst & Graben 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 | $679K | Buy |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $518K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $363K | Hold |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $217K | Buy |
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