Ameritas Advisory Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
1,515
-1,671
-52% -$547K 0.03% 511
2025
Q1
$1.07M Sell
3,186
-6
-0.2% -$2.01K 0.04% 380
2024
Q4
$1.11M Buy
3,192
+418
+15% +$146K 0.04% 386
2024
Q3
$898K Sell
2,774
-828
-23% -$268K 0.04% 413
2024
Q2
$997K Sell
3,602
-58
-2% -$16.1K 0.04% 412
2024
Q1
$1.05M Sell
3,660
-102
-3% -$29.1K 0.04% 370
2023
Q4
$943K Buy
3,762
+889
+31% +$223K 0.05% 300
2023
Q3
$649K Buy
2,873
+1,366
+91% +$309K 0.03% 439
2023
Q2
$371K Sell
1,507
-928
-38% -$228K 0.05% 362
2023
Q1
$577K Sell
2,435
-594
-20% -$141K 0.03% 443
2022
Q4
$734K Buy
3,029
+347
+13% +$84.1K 0.03% 426
2022
Q3
$546K Buy
2,682
+51
+2% +$10.4K 0.03% 411
2022
Q2
$509K Sell
2,631
-82
-3% -$15.9K 0.03% 449
2022
Q1
$556K Buy
2,713
+246
+10% +$50.4K 0.02% 475
2021
Q4
$538K Buy
+2,467
New +$538K 0.02% 485