Aptus 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 | $3.64M | Buy |
11,117
+2,822
| +34% | +$924K | 0.03% | 328 |
|
|
2025
Q1 | $2.6M | Buy |
8,295
+3,224
| +64% | +$1.01M | 0.03% | 355 |
|
|
2024
Q4 | $1.77M | Buy |
5,071
+3,922
| +341% | +$1.37M | 0.02% | 407 |
|
|
2024
Q3 | $372K | Sell |
1,149
-487
| -30% | -$158K | 0.01% | 612 |
|
|
2024
Q2 | $453K | Buy |
1,636
+41
| +3% | +$11.4K | 0.01% | 528 |
|
|
2024
Q1 | $470K | Buy |
1,595
+240
| +18% | +$70.7K | 0.01% | 523 |
|
|
2023
Q4 | $325K | Sell |
1,355
-107
| -7% | -$25.6K | 0.01% | 449 |
|
|
2023
Q3 | $334K | Buy |
1,462
+448
| +44% | +$102K | 0.01% | 449 |
|
|
2023
Q2 | $249K | Buy |
1,014
+66
| +7% | +$16.2K | 0.01% | 435 |
|
|
2023
Q1 | $226K | Sell |
948
-28
| -3% | -$6.69K | 0.01% | 448 |
|
|
2022
Q4 | $236K | Sell |
976
-32
| -3% | -$7.75K | 0.01% | 447 |
|
|
2022
Q3 | $205K | Buy |
+1,008
| New | +$205K | ﹤0.01% | 431 |
|