Pinnacle Wealth Planning Services’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 | $348K | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $119K | Buy |
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