Keystone 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
Q3 | $385K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $348K | Buy |
|
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $243K | Buy |
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