Patriot Financial Group Insurance Agency’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $67K | Buy |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $65K | Sell |
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|
2020
Q4 | $58K | Sell |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $97K | Sell |
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|
2020
Q1 | $82K | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $425K | Buy |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $356K | Buy |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $33K | Sell |
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|
2017
Q2 | $38K | Sell |
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|
2017
Q1 | $39K | Sell |
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|
2016
Q4 | $43K | Buy |
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