SOA 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 | $27.6K | Sell |
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|
2025
Q1 | $30.5K | Hold |
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|
2024
Q4 | $33.9K | Hold |
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|
2024
Q3 | $31.5K | Hold |
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|
2024
Q2 | $27K | Sell |
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|
2024
Q1 | $29.8K | Hold |
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|
2023
Q4 | $24.3K | Hold |
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|
2023
Q3 | $23.1K | Hold |
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|
2023
Q2 | $24.8K | Hold |
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|
2023
Q1 | $24.2K | Hold |
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|
2022
Q4 | $24.5K | Sell |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $93K | Hold |
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|
2021
Q4 | $99K | Hold |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $41K | Buy |
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