Kapstone Financial 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 | $400K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $377K | Buy |
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