IMA Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $60K | Hold |
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|
2019
Q4 | $79K | Hold |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $75K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $59K | Hold |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $59K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.33M | Hold |
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|
2015
Q4 | $1.8M | Buy |
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|
2015
Q3 | $2.16M | Buy |
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|
2015
Q2 | $2.7M | Buy |
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|
2015
Q1 | $2.78M | Buy |
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|
2014
Q4 | $2.8M | Buy |
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|
2014
Q3 | $2.48M | Buy |
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|
2014
Q2 | $2.81M | Buy |
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|
2014
Q1 | $2.64M | Buy |
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|
2013
Q4 | $2.37M | Buy |
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|
2013
Q3 | $2.15M | Buy |
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|
2013
Q2 | $927K | Buy |
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