River Wealth 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
Q2 | $218K | Sell |
|
|||||
|
2025
Q1 | $228K | Sell |
|
|||||
|
2024
Q4 | $268K | Hold |
|
|||||
|
2024
Q3 | $249K | Buy |
|
|||||
|
2024
Q2 | $211K | Hold |
|
|||||
|
2024
Q1 | $224K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $211K | Sell |
|
|||||
|
2023
Q1 | $207K | Sell |
|
|||||
|
2022
Q4 | $449K | Sell |
|
|||||
|
2022
Q3 | $392K | Sell |
|
|||||
|
2022
Q2 | $411K | Hold |
|
|||||
|
2022
Q1 | $436K | Sell |
|
|||||
|
2021
Q4 | $464K | Buy |
|
|||||
|
2021
Q3 | $455K | Hold |
|
|||||
|
2021
Q2 | $494K | Buy |
|
|||||
|
2021
Q1 | $513K | Sell |
|
|||||
|
2020
Q4 | $481K | Sell |
|
|||||
|
2020
Q3 | $450K | Sell |
|
|||||
|
2020
Q2 | $408K | Sell |
|
|||||
|
2020
Q1 | $339K | Buy |
|
|||||
|
2019
Q4 | $439K | Sell |
|
|||||
|
2019
Q3 | $400K | Hold |
|
|||||
|
2019
Q2 | $422K | Sell |
|
|||||
|
2019
Q1 | $399K | Sell |
|
|||||
|
2018
Q4 | $353K | Buy |
|
|||||
|
2018
Q3 | $382K | Sell |
|
|||||
|
2018
Q2 | $363K | Sell |
|
|||||
|
2018
Q1 | $464K | Buy |
|
|||||
|
2017
Q4 | $398K | Sell |
|
|||||
|
2017
Q3 | $400K | Sell |
|
|||||
|
2017
Q2 | $425K | Sell |
|
|||||
|
2017
Q1 | $416K | Sell |
|
|||||
|
2016
Q4 | $386K | Sell |
|
|||||
|
2016
Q3 | $365K | Sell |
|
|||||
|
2016
Q2 | $429K | Sell |
|
|||||
|
2016
Q1 | $435K | Sell |
|
|||||
|
2015
Q4 | $380K | Sell |
|
|||||
|
2015
Q3 | $556K | Buy |
|
|||||
|
2015
Q2 | $616K | Sell |
|
|||||
|
2015
Q1 | $667K | Buy |
|