Perigon Wealth Management’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 | $2.8M | Buy |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $2.06M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $331K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $37K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $130K | Buy |
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|
2017
Q4 | $81K | Sell |
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|
2017
Q3 | $89K | Buy |
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