KCM Investment 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 | $656K | Buy |
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|
2025
Q1 | $613K | Sell |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $689K | Hold |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $571K | Buy |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $267K | Buy |
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