Moneta Group Investment 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 | $278K | Sell |
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2025
Q1 | $290K | Buy |
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2024
Q4 | $286K | Buy |
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2024
Q3 | $233K | Sell |
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2024
Q2 | $248K | Sell |
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2024
Q1 | $284K | Buy |
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2023
Q4 | $204K | Buy |
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2023
Q3 | – | Sell |
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2023
Q2 | $220K | Sell |
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2023
Q1 | $240K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $218K | Buy |
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2022
Q1 | $201K | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $1K | Buy |
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