J.W. Cole Advisors’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 | $2.23M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $972K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Buy |
|