Windsor Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $744K | Sell |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $592K | Sell |
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|
2020
Q3 | $582K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $476K | Buy |
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