Mission 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
Q3 | $1.81M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $967K | Buy |
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|
2023
Q3 | $922K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $992K | Buy |
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|
2022
Q4 | $919K | Sell |
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|
2022
Q3 | $777K | Buy |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $761K | Buy |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $793K | Sell |
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|
2021
Q2 | $874K | Sell |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $851K | Buy |
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|
2020
Q3 | $790K | Buy |
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|
2020
Q2 | $647K | Sell |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $923K | Sell |
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|
2019
Q3 | $852K | Buy |
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|
2019
Q2 | $885K | Hold |
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|
2019
Q1 | $816K | Sell |
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|
2018
Q4 | $749K | Sell |
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|
2018
Q3 | $933K | Buy |
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|
2018
Q2 | $833K | Buy |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $568K | Buy |
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|
2017
Q3 | $540K | Sell |
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|
2017
Q2 | $616K | Buy |
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|
2017
Q1 | $549K | Buy |
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|
2016
Q4 | $450K | Buy |
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|
2016
Q3 | $397K | Buy |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $404K | Hold |
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|
2015
Q4 | $324K | Hold |
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|
2015
Q3 | $399K | Hold |
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|
2015
Q2 | $510K | Buy |
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