Keebeck Wealth Management’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 | $314K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $216K | Hold |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $164K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $170K | Buy |
|