Summit Financial 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
Q3 | $13.9M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $9.49M | Sell |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $8.35M | Sell |
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|
2023
Q3 | $7.69M | Sell |
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|
2023
Q2 | $9.32M | Sell |
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|
2023
Q1 | $9.18M | Buy |
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|
2022
Q4 | $9.21M | Sell |
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|
2022
Q3 | $9.11M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $205K | Buy |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $484K | Sell |
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|
2017
Q2 | $556K | Sell |
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|
2017
Q1 | $575K | Buy |
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|
2016
Q4 | $501K | Sell |
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|
2016
Q3 | $472K | Sell |
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|
2016
Q2 | $451K | Sell |
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|
2016
Q1 | $445K | Sell |
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|
2015
Q4 | $385K | Buy |
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|
2015
Q3 | $108K | Buy |
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|
2015
Q2 | $91K | Hold |
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|
2015
Q1 | $99K | Buy |
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