OneDigital 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 | $1.18M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | $189K | Buy |
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|
2019
Q1 | $127K | Hold |
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|
2018
Q4 | $107K | Sell |
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|
2018
Q3 | $247K | Buy |
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|
2018
Q2 | $165K | Buy |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q4 | $218K | Buy |
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|
2017
Q3 | $73K | Sell |
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|
2017
Q2 | $200K | Buy |
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