AMBIA
Allen Mooney & Barnes Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
38,417
+629
| +2% | +$206K | 2.07% | 19 |
|
|
2025
Q1 | $11.8M | Buy |
37,788
+485
| +1% | +$152K | 1.93% | 22 |
|
|
2024
Q4 | $13M | Sell |
37,303
-1,040
| -3% | -$363K | 2.19% | 14 |
|
|
2024
Q3 | $12.4M | Sell |
38,343
-1,368
| -3% | -$443K | 2.11% | 15 |
|
|
2024
Q2 | $11M | Sell |
39,711
-71
| -0.2% | -$19.7K | 1.97% | 19 |
|
|
2024
Q1 | $12M | Sell |
39,782
-284
| -0.7% | -$86K | 2.31% | 13 |
|
|
2023
Q4 | $9.6M | Buy |
40,066
+462
| +1% | +$111K | 1.83% | 23 |
|
|
2023
Q3 | $9.05M | Buy |
39,604
+2,095
| +6% | +$479K | 1.93% | 24 |
|
|
2023
Q2 | $9.2M | Buy |
37,509
+606
| +2% | +$149K | 2.04% | 18 |
|
|
2023
Q1 | $8.82M | Buy |
36,903
+938
| +3% | +$224K | 2.11% | 18 |
|
|
2022
Q4 | $8.71M | Buy |
35,965
+799
| +2% | +$194K | 2.09% | 19 |
|
|
2022
Q3 | $7.16M | Buy |
35,166
+399
| +1% | +$81.2K | 1.91% | 23 |
|
|
2022
Q2 | $6.73M | Buy |
34,767
+2,853
| +9% | +$552K | 1.72% | 23 |
|
|
2022
Q1 | $6.55M | Buy |
+31,914
| New | +$6.55M | 1.45% | 30 |
|