Advisornet Financial’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
728
+13
| +2% | +$4.26K | 0.02% | 524 |
|
|
2025
Q1 | $224K | Buy |
715
+15
| +2% | +$4.7K | 0.02% | 519 |
|
|
2024
Q4 | $244K | Sell |
700
-4
| -0.6% | -$1.39K | 0.02% | 463 |
|
|
2024
Q3 | $228K | Buy |
704
+176
| +33% | +$57K | 0.02% | 494 |
|
|
2024
Q2 | $146K | Hold |
528
| – | – | 0.01% | 550 |
|
|
2024
Q1 | $156K | Sell |
528
-28
| -5% | -$8.25K | 0.02% | 524 |
|
|
2023
Q4 | $133K | Sell |
556
-66
| -11% | -$15.8K | 0.01% | 558 |
|
|
2023
Q3 | $142K | Sell |
622
-35
| -5% | -$8K | 0.01% | 521 |
|
|
2023
Q2 | $161K | Buy |
657
+9
| +1% | +$2.21K | 0.01% | 525 |
|
|
2023
Q1 | $155K | Sell |
648
-21
| -3% | -$5.02K | 0.01% | 514 |
|
|
2022
Q4 | $162K | Buy |
669
+33
| +5% | +$8K | 0.02% | 513 |
|
|
2022
Q3 | $129K | Sell |
636
-185
| -23% | -$37.5K | 0.01% | 595 |
|
|
2022
Q2 | $159K | Sell |
821
-146
| -15% | -$28.3K | 0.02% | 552 |
|
|
2022
Q1 | $198K | Sell |
967
-66
| -6% | -$13.5K | 0.01% | 559 |
|
|
2021
Q4 | $225K | Buy |
1,033
+100
| +11% | +$21.8K | 0.01% | 573 |
|
|
2021
Q3 | $210K | Sell |
933
-2,101
| -69% | -$473K | 0.01% | 567 |
|
|
2021
Q2 | $740K | Sell |
3,034
-165
| -5% | -$40.2K | 0.05% | 312 |
|
|
2021
Q1 | $829K | Buy |
3,199
+106
| +3% | +$27.5K | 0.06% | 275 |
|
|
2020
Q4 | $702K | Sell |
3,093
-368
| -11% | -$83.5K | 0.06% | 284 |
|
|
2020
Q3 | $731K | Sell |
3,461
-39
| -1% | -$8.24K | 0.06% | 271 |
|
|
2020
Q2 | $606K | Buy |
3,500
+399
| +13% | +$69.1K | 0.05% | 305 |
|
|
2020
Q1 | $420K | Buy |
3,101
+63
| +2% | +$8.53K | 0.04% | 343 |
|
|
2019
Q4 | $544K | Sell |
3,038
-220
| -7% | -$39.4K | 0.05% | 317 |
|
|
2019
Q3 | $530K | Sell |
3,258
-308
| -9% | -$50.1K | 0.05% | 317 |
|
|
2019
Q2 | $611K | Sell |
3,566
-504
| -12% | -$86.4K | 0.07% | 273 |
|
|
2019
Q1 | $643K | Sell |
4,070
-103
| -2% | -$16.3K | 0.08% | 245 |
|
|
2018
Q4 | $558K | Sell |
4,173
-498
| -11% | -$66.6K | 0.08% | 230 |
|
|
2018
Q3 | $682K | Sell |
4,671
-607
| -12% | -$88.6K | 0.09% | 221 |
|
|
2018
Q2 | $702K | Buy |
5,278
+443
| +9% | +$58.9K | 0.09% | 185 |
|
|
2018
Q1 | $784K | Sell |
4,835
-151
| -3% | -$24.5K | 0.11% | 170 |
|
|
2017
Q4 | $881K | Buy |
+4,986
| New | +$881K | 0.13% | 138 |
|