Lifeworks Advisors’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 | $4.13M | Buy |
|
|||||
|
2025
Q1 | $3.87M | Buy |
|
|||||
|
2024
Q4 | $3.72M | Buy |
|
|||||
|
2024
Q3 | $3.13M | Buy |
|
|||||
|
2024
Q2 | $2.37M | Sell |
|
|||||
|
2024
Q1 | $3.29M | Buy |
|
|||||
|
2023
Q4 | $2.07M | Buy |
|
|||||
|
2023
Q3 | $1.77M | Buy |
|
|||||
|
2023
Q2 | $1.75M | Buy |
|
|||||
|
2023
Q1 | $1.4M | Sell |
|
|||||
|
2022
Q4 | $1.65M | Buy |
|
|||||
|
2022
Q3 | $1.63M | Buy |
|
|||||
|
2022
Q2 | $1.26M | Sell |
|
|||||
|
2022
Q1 | $1.36M | Buy |
|
|||||
|
2021
Q4 | $574K | Buy |
|