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 |
|