Smith Salley 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 | $620K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $339K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.35M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $212K | Hold |
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|
2014
Q1 | $205K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $326K | Buy |
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