Optimum 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
Q3 | $338K | Hold |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $185K | Hold |
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|
2021
Q3 | $191K | Sell |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $227K | Buy |
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|
2015
Q1 | $169K | Hold |
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|
2014
Q4 | $176K | Buy |
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|
2014
Q3 | $99K | Sell |
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|
2014
Q2 | $263K | Hold |
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|
2014
Q1 | $254K | Buy |
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|
2013
Q4 | $198K | Hold |
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|
2013
Q3 | $186K | Buy |
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