Wealth Enhancement Advisory Services’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 | $15.3M | Buy |
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|
2025
Q1 | $9.92M | Buy |
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|
2024
Q4 | $8.16M | Buy |
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|
2024
Q3 | $5.62M | Buy |
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|
2024
Q2 | $4.46M | Sell |
|
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|
2024
Q1 | $4.79M | Sell |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.83M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.15M | Buy |
|
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|
2020
Q4 | $2.72M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $2.41M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $799K | Buy |
|