Strategic Wealth Partners’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 | $128K | Buy |
|
|||||
|
2025
Q2 | $89.7K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $8.39K | Sell |
|
|||||
|
2019
Q2 | $1.5M | Sell |
|
|||||
|
2019
Q1 | $1.57M | Buy |
|
|||||
|
2018
Q4 | $1.19M | Buy |
|
|||||
|
2018
Q3 | $1.2M | Buy |
|
|||||
|
2018
Q2 | $900K | Sell |
|
|||||
|
2018
Q1 | $1.16M | Buy |
|
|||||
|
2017
Q4 | $1.07M | Buy |
|