Wealthcare Advisory Partners’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 | $1.3M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $155K | Sell |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $141K | Sell |
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|
2018
Q4 | $141K | Hold |
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|
2018
Q3 | $154K | Buy |
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|
2018
Q2 | $138K | Hold |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $109K | Buy |
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|
2017
Q3 | $2K | Buy |
|