Kingsview 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 | $1.39M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $4.57M | Buy |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $885K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $254K | Buy |
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