Intellectus Partners’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 | $829K | Buy |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $792K | Buy |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $919K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $899K | Buy |
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|
2020
Q3 | $791K | Sell |
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|
2020
Q2 | $746K | Buy |
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|
2020
Q1 | $582K | Sell |
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|
2019
Q4 | $990K | Sell |
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|
2019
Q3 | $915K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Sell |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $613K | Buy |
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|
2017
Q3 | $480K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $421K | Buy |
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|
2016
Q4 | $344K | Buy |
|