JFS Wealth 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 | $27.2K | Buy |
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|
2025
Q1 | $24.8K | Hold |
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|
2024
Q4 | $27.5K | Sell |
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|
2024
Q3 | $27.2K | Buy |
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|
2024
Q2 | $22.7K | Sell |
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|
2024
Q1 | $24.5K | Sell |
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|
2023
Q4 | $20.4K | Buy |
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|
2023
Q3 | $17.1K | Hold |
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|
2023
Q2 | $18.4K | Sell |
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|
2023
Q1 | $19.8K | Sell |
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|
2022
Q4 | $20.8K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $13K | Buy |
|