Symphony Financial’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 | $2.75M | Sell |
|
|||||
|
2025
Q2 | $2.14M | Buy |
|
|||||
|
2025
Q1 | $599K | Sell |
|
|||||
|
2024
Q4 | $1.99M | Buy |
|
|||||
|
2024
Q3 | $1.65M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $887K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $556K | Buy |
|
|||||
|
2022
Q4 | $568K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $991K | Sell |
|
|||||
|
2021
Q3 | $1.78M | Buy |
|
|||||
|
2021
Q2 | $1.52M | Buy |
|
|||||
|
2021
Q1 | $1.42M | Buy |
|