ATWA
Arbor Trust Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
1,370
| – | – | 0.22% | 62 |
|
|
2025
Q1 | $429K | Hold |
1,370
| – | – | 0.2% | 65 |
|
|
2024
Q4 | $478K | Sell |
1,370
-300
| -18% | -$105K | 0.22% | 65 |
|
|
2024
Q3 | $462K | Hold |
1,670
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $462K | Hold |
1,670
| – | – | 0.24% | 64 |
|
|
2024
Q1 | $505K | Sell |
1,670
-100
| -6% | -$30.2K | 0.28% | 63 |
|
|
2023
Q4 | $424K | Hold |
1,770
| – | – | 0.25% | 66 |
|
|
2023
Q3 | $404K | Hold |
1,770
| – | – | 0.27% | 64 |
|
|
2023
Q2 | $434K | Buy |
1,770
+150
| +9% | +$36.8K | 0.28% | 63 |
|
|
2023
Q1 | $387K | Buy |
1,620
+100
| +7% | +$23.9K | 0.25% | 66 |
|
|
2022
Q4 | $368K | Buy |
1,520
+145
| +11% | +$35.1K | 0.25% | 68 |
|
|
2022
Q3 | $278K | Sell |
1,375
-15
| -1% | -$3.03K | 0.21% | 76 |
|
|
2022
Q2 | $269K | Buy |
+1,390
| New | +$269K | 0.19% | 83 |
|