Van Hulzen Asset Management’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 | $858K | Sell |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $958K | Hold |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $314K | Hold |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $229K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $358K | Buy |
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|
2013
Q4 | $324K | Buy |
|