Annis Gardner Whiting Capital Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Buy |
220
+9
| +4% | +$2.95K | 0.02% | 363 |
|
|
2025
Q1 | $66.1K | Buy |
211
+21
| +11% | +$6.58K | 0.03% | 325 |
|
|
2024
Q4 | $66.2K | Buy |
190
+9
| +5% | +$3.14K | 0.02% | 320 |
|
|
2024
Q3 | $58.6K | Sell |
181
-293
| -62% | -$94.9K | 0.02% | 350 |
|
|
2024
Q2 | $131K | Buy |
474
+2
| +0.4% | +$554 | 0.04% | 260 |
|
|
2024
Q1 | $139K | Buy |
472
+305
| +183% | +$89.9K | 0.05% | 230 |
|
|
2023
Q4 | $40K | Sell |
167
-3
| -2% | -$719 | 0.02% | 326 |
|
|
2023
Q3 | $38.8K | Buy |
+170
| New | +$38.8K | 0.02% | 306 |
|