Valley Wealth Managers’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.85M | Sell |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.25M | Buy |
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|
2021
Q2 | $3.45M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $2.84M | Sell |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.65M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $2.5M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $1.43M | Buy |
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