Lake Street Private Wealth’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 | $399K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $303K | Buy |
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