Wealthspire Advisors (New York)’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 | $508K | Sell |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $758K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $437K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
|