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