Advisor OS’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 | $986K | Buy |
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|
2025
Q1 | $921K | Buy |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $333K | Buy |
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