Integrated Wealth Concepts’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 | $3.28M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.48M | Buy |
|
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|
2024
Q2 | $1.68M | Sell |
|
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|
2024
Q1 | $1.93M | Sell |
|
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|
2023
Q4 | $1.73M | Sell |
|
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.36M | Buy |
|
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|
2023
Q1 | $1.23M | Buy |
|
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $835K | Buy |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | $319K | Sell |
|
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $221K | Buy |
|