Vivaldi Capital 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 | $410K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $285K | Buy |
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