Montag & Associates’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 | $1.93M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $42.6K | Hold |
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|
2023
Q3 | $40.7K | Hold |
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|
2023
Q2 | $43.6K | Hold |
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|
2023
Q1 | $42.5K | Hold |
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|
2022
Q4 | $43.1K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $62K | Hold |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $29K | Buy |
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