Toth Financial Advisory’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 | $173K | Hold |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $128K | Hold |
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|
2024
Q4 | $143K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $121K | Hold |
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|
2023
Q4 | $98K | Hold |
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|
2023
Q3 | $93.4K | Sell |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $100K | Sell |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $59K | Sell |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $45K | Buy |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $29K | Sell |
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|
2017
Q4 | $173K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $290K | Sell |
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|
2015
Q1 | $310K | Sell |
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|
2014
Q4 | $699K | Buy |
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