United Capital Financial 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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $995K | Sell |
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|
2024
Q3 | $927K | Buy |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $1.97M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $6.9M | Sell |
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|
2019
Q1 | $6.61M | Buy |
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|
2018
Q4 | $5.25M | Sell |
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|
2018
Q3 | $8.46M | Buy |
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|
2018
Q2 | $2.39M | Buy |
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|
2018
Q1 | $2.9M | Buy |
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|
2017
Q4 | $3.1M | Sell |
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|
2017
Q3 | $2.95M | Buy |
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|
2017
Q2 | $1.28M | Buy |
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|
2017
Q1 | $950K | Sell |
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|
2016
Q4 | $871K | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $515K | Sell |
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|
2016
Q1 | $636K | Sell |
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|
2015
Q4 | $523K | Buy |
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|
2015
Q3 | $523K | Buy |
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|
2015
Q2 | $582K | Buy |
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|
2015
Q1 | $521K | Buy |
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|
2014
Q4 | $428K | Sell |
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|
2014
Q3 | $424K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $484K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $217K | Buy |
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