Institute for 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 | $982K | Hold |
|
|||||
|
2025
Q2 | $761K | Buy |
|
|||||
|
2025
Q1 | $724K | Hold |
|
|||||
|
2024
Q4 | $806K | Hold |
|
|||||
|
2024
Q3 | $748K | Sell |
|
|||||
|
2024
Q2 | $657K | Buy |
|
|||||
|
2024
Q1 | $697K | Buy |
|
|||||
|
2023
Q4 | $564K | Sell |
|
|||||
|
2023
Q3 | $545K | Sell |
|
|||||
|
2023
Q2 | $587K | Hold |
|
|||||
|
2023
Q1 | $572K | Sell |
|
|||||
|
2022
Q4 | $583K | Hold |
|
|||||
|
2022
Q3 | $489K | Buy |
|
|||||
|
2022
Q2 | $460K | Buy |
|
|||||
|
2022
Q1 | $469K | Sell |
|
|||||
|
2021
Q4 | $502K | Sell |
|
|||||
|
2021
Q3 | $523K | Sell |
|
|||||
|
2021
Q2 | $574K | Hold |
|
|||||
|
2021
Q1 | $610K | Sell |
|
|||||
|
2020
Q4 | $552K | Sell |
|
|||||
|
2020
Q3 | $550K | Buy |
|
|||||
|
2020
Q2 | $450K | Buy |
|
|||||
|
2020
Q1 | $350K | Hold |
|
|||||
|
2019
Q4 | $463K | Sell |
|
|||||
|
2019
Q3 | $428K | Hold |
|
|||||
|
2019
Q2 | $451K | Hold |
|
|||||
|
2019
Q1 | $416K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $428K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $387K | Buy |
|