Zhang Financial’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 | $301K | Sell |
|
|||||
|
2025
Q1 | $311K | Buy |
|
|||||
|
2024
Q4 | $340K | Buy |
|
|||||
|
2024
Q3 | $313K | Hold |
|
|||||
|
2024
Q2 | $268K | Buy |
|
|||||
|
2024
Q1 | $264K | Hold |
|
|||||
|
2023
Q4 | $214K | Sell |
|
|||||
|
2023
Q3 | $207K | Hold |
|
|||||
|
2023
Q2 | $223K | Buy |
|
|||||
|
2023
Q1 | $214K | Hold |
|
|||||
|
2022
Q4 | $217K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $246K | Hold |
|
|||||
|
2021
Q4 | $262K | Buy |
|
|||||
|
2021
Q3 | $268K | Hold |
|
|||||
|
2021
Q2 | $291K | Buy |
|
|||||
|
2021
Q1 | $232K | Buy |
|