Principle Wealth Partners’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 | $5.34M | Sell |
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2025
Q1 | $5.27M | Sell |
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2024
Q4 | $5.91M | Sell |
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2024
Q3 | $5.59M | Sell |
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2024
Q2 | $4.9M | Hold |
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2024
Q1 | $5.21M | Buy |
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2023
Q4 | $4.22M | Hold |
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2023
Q3 | $4.03M | Hold |
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2023
Q2 | $4.32M | Buy |
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2023
Q1 | $4.09M | Sell |
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2022
Q4 | $4.26M | Sell |
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2022
Q3 | $3.69K | Buy |
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2022
Q2 | $3.11M | Buy |
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2022
Q1 | $2.65M | Buy |
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2021
Q4 | $2.02M | Buy |
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2021
Q3 | $1.61M | Buy |
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2021
Q2 | $1.56M | Buy |
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2021
Q1 | $1.66M | Buy |
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2020
Q4 | $1.31M | Buy |
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2020
Q3 | $341K | Hold |
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2020
Q2 | $280K | Sell |
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2020
Q1 | $246K | Hold |
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2019
Q4 | $325K | Sell |
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2019
Q3 | $317K | Buy |
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2019
Q2 | $322K | Buy |
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2019
Q1 | $223K | Sell |
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2018
Q4 | $251K | Buy |
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