U.S. Capital 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 | $3.49M | Sell |
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|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.8M | Sell |
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|
2024
Q2 | $2.54M | Sell |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $3.35M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $4.06M | Sell |
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|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $388K | Buy |
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