Spire 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 | $214K | Sell |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $192K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $8.6M | Buy |
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|
2021
Q1 | $8.78M | Buy |
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