Simon Quick 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
Q3 | $249K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $624K | Buy |
|
|||||
|
2024
Q4 | $334K | Buy |
|
|||||
|
2024
Q3 | $276K | Buy |
|
|||||
|
2024
Q2 | $218K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $41K | Sell |
|
|||||
|
2021
Q4 | $87K | Sell |
|
|||||
|
2021
Q3 | $105K | Buy |
|
|||||
|
2021
Q2 | $96K | Sell |
|
|||||
|
2021
Q1 | $138K | Buy |
|
|||||
|
2020
Q4 | $121K | Sell |
|
|||||
|
2020
Q3 | $131K | Buy |
|
|||||
|
2020
Q2 | $52K | Buy |
|
|||||
|
2020
Q1 | $29K | Sell |
|
|||||
|
2019
Q4 | $42K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $18.5K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $38K | Buy |
|