AWA
Aaron Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,620
+373
| +30% | +$122K | 0.05% | 220 |
|
|
2025
Q1 | $391K | Sell |
1,247
-79
| -6% | -$24.8K | 0.04% | 267 |
|
|
2024
Q4 | $462K | Buy |
1,326
+272
| +26% | +$94.8K | 0.05% | 219 |
|
|
2024
Q3 | $341K | Buy |
1,054
+230
| +28% | +$74.5K | 0.04% | 269 |
|
|
2024
Q2 | $228K | Sell |
824
-1
| -0.1% | -$277 | 0.03% | 286 |
|
|
2024
Q1 | $243K | Sell |
825
-93
| -10% | -$27.4K | 0.03% | 256 |
|
|
2023
Q4 | $220K | Buy |
918
+3
| +0.3% | +$719 | 0.04% | 232 |
|
|
2023
Q3 | $209K | Buy |
915
+42
| +5% | +$9.6K | 0.03% | 244 |
|
|
2023
Q2 | $214K | Sell |
873
-72
| -8% | -$17.7K | 0.03% | 240 |
|
|
2023
Q1 | $226K | Buy |
945
+53
| +6% | +$12.7K | 0.03% | 230 |
|
|
2022
Q4 | $216K | Buy |
+892
| New | +$216K | 0.03% | 226 |
|
|
2022
Q2 | – | Sell |
-106,452
| Closed | -$519K | – | 320 |
|
|
2022
Q1 | $519K | Buy |
+106,452
| New | +$519K | 0.01% | 501 |
|