Kozak & Associates’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 | $98.1K | Buy |
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|
2025
Q2 | $67.6K | Buy |
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|
2025
Q1 | $58K | Buy |
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|
2024
Q4 | $70.9K | Buy |
|
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|
2024
Q3 | $66.5K | Buy |
|
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|
2024
Q2 | $53.9K | Sell |
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|
2024
Q1 | $60.1K | Buy |
|
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|
2023
Q4 | $48.7K | Buy |
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|
2023
Q3 | $46.9K | Buy |
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|
2023
Q2 | $48.2K | Hold |
|
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|
2023
Q1 | $46.3K | Hold |
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|
2022
Q4 | $47K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $51K | Buy |
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