Joel Isaacson & Co’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 | $691K | Hold |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $736K | Hold |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $585K | Hold |
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|
2024
Q1 | $622K | Hold |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $518K | Hold |
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|
2023
Q1 | $504K | Hold |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $373K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $306K | Buy |
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