AO
Advisor OS’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
3,010
+73
| +2% | +$23.9K | 0.1% | 151 |
|
|
2025
Q1 | $921K | Buy |
2,937
+467
| +19% | +$146K | 0.1% | 140 |
|
|
2024
Q4 | $861K | Buy |
2,470
+1,008
| +69% | +$351K | 0.1% | 143 |
|
|
2024
Q3 | $473K | Buy |
1,462
+90
| +7% | +$29.1K | 0.05% | 258 |
|
|
2024
Q2 | $380K | Sell |
1,372
-54
| -4% | -$15K | 0.04% | 271 |
|
|
2024
Q1 | $420K | Buy |
1,426
+130
| +10% | +$38.3K | 0.05% | 259 |
|
|
2023
Q4 | $311K | Buy |
1,296
+5
| +0.4% | +$1.2K | 0.04% | 256 |
|
|
2023
Q3 | $295K | Sell |
1,291
-3,292
| -72% | -$752K | 0.04% | 233 |
|
|
2023
Q2 | $1.12M | Sell |
4,583
-738
| -14% | -$181K | 0.18% | 110 |
|
|
2023
Q1 | $1.27M | Buy |
5,321
+327
| +7% | +$78.1K | 0.31% | 82 |
|
|
2022
Q4 | $1.21M | Buy |
4,994
+1,248
| +33% | +$302K | 0.32% | 77 |
|
|
2022
Q3 | $762K | Buy |
3,746
+16
| +0.4% | +$3.26K | 0.23% | 88 |
|
|
2022
Q2 | $722K | Buy |
3,730
+1,380
| +59% | +$267K | 0.21% | 109 |
|
|
2022
Q1 | $483K | Buy |
2,350
+524
| +29% | +$108K | 0.14% | 148 |
|
|
2021
Q4 | $399K | Buy |
1,826
+227
| +14% | +$49.6K | 0.08% | 191 |
|
|
2021
Q3 | $359K | Buy |
1,599
+232
| +17% | +$52.1K | 0.08% | 184 |
|
|
2021
Q2 | $333K | Buy |
+1,367
| New | +$333K | 0.07% | 180 |
|