Kestra Private Wealth Services’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 | $1.32M | Buy |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $962K | Buy |
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|
2023
Q1 | $878K | Sell |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $727K | Sell |
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|
2022
Q1 | $775K | Buy |
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|
2021
Q4 | $757K | Sell |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $835K | Buy |
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|
2020
Q4 | $647K | Buy |
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|
2020
Q3 | $495K | Buy |
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