Arax Advisory Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
433
+150
+53% +$51.4K 0.01% 772
2025
Q1
$88.7K Buy
283
+71
+33% +$22.3K 0.01% 761
2024
Q4
$73.9K Buy
212
+2
+1% +$697 ﹤0.01% 774
2024
Q3
$68K Buy
210
+21
+11% +$6.8K 0.01% 607
2024
Q2
$52.3K Buy
189
+172
+1,012% +$47.6K 0.01% 641
2024
Q1
$5.01K Hold
17
﹤0.01% 900
2023
Q4
$4.07K Sell
17
-5
-23% -$1.2K ﹤0.01% 921
2023
Q3
$5.03K Buy
22
+4
+22% +$914 ﹤0.01% 875
2023
Q2
$4.41K Sell
18
-2
-10% -$490 ﹤0.01% 891
2023
Q1
$4.78K Hold
20
﹤0.01% 860
2022
Q4
$4.85K Sell
20
-2
-9% -$485 ﹤0.01% 806
2022
Q3
$4K Buy
22
+3
+16% +$545 ﹤0.01% 847
2022
Q2
$4K Buy
19
+15
+375% +$3.16K ﹤0.01% 816
2022
Q1
$1K Hold
4
﹤0.01% 1010
2021
Q4
$1K Hold
4
﹤0.01% 981
2021
Q3
$1K Buy
+4
New +$1K ﹤0.01% 884
2018
Q4
Sell
-29
Closed -$4K 560
2018
Q3
$4K Sell
29
-1,443
-98% -$199K ﹤0.01% 537
2018
Q2
$195K Buy
1,472
+426
+41% +$56.4K 0.09% 97
2018
Q1
$169K Sell
1,046
-281
-21% -$45.4K 0.09% 92
2017
Q4
$234K Buy
1,327
+5
+0.4% +$882 0.1% 83
2017
Q3
$222K Buy
1,322
+13
+1% +$2.18K 0.11% 81
2017
Q2
$212K Buy
1,309
+188
+17% +$30.4K 0.1% 89
2017
Q1
$169K Buy
1,121
+146
+15% +$22K 0.08% 84
2016
Q4
$133K Buy
+975
New +$133K 0.07% 88