AWM
Atticus Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
1,370
+107
| +8% | +$35K | 0.12% | 95 |
|
|
2025
Q1 | $396K | Hold |
1,263
| – | – | 0.13% | 83 |
|
|
2024
Q4 | $440K | Hold |
1,263
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $409K | Hold |
1,263
| – | – | 0.13% | 78 |
|
|
2024
Q2 | $350K | Hold |
1,263
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $372K | Hold |
1,263
| – | – | 0.12% | 82 |
|
|
2023
Q4 | $303K | Hold |
1,263
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $289K | Hold |
1,263
| – | – | 0.11% | 105 |
|
|
2023
Q2 | $310K | Hold |
1,263
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $302K | Hold |
1,263
| – | – | 0.12% | 101 |
|
|
2022
Q4 | $306K | Sell |
1,263
-21
| -2% | -$5.09K | 0.13% | 101 |
|
|
2022
Q3 | $248K | Hold |
1,284
| – | – | 0.12% | 104 |
|
|
2022
Q2 | $248K | Hold |
1,284
| – | – | 0.1% | 119 |
|
|
2022
Q1 | $263K | Buy |
1,284
+21
| +2% | +$4.3K | 0.1% | 126 |
|
|
2021
Q4 | $276K | Hold |
1,263
| – | – | 0.11% | 110 |
|
|
2021
Q3 | $284K | Hold |
1,263
| – | – | 0.12% | 87 |
|
|
2021
Q2 | $308K | Hold |
1,263
| – | – | 0.13% | 89 |
|
|
2021
Q1 | $327K | Hold |
1,263
| – | – | 0.16% | 81 |
|
|
2020
Q4 | $287K | Hold |
1,263
| – | – | 0.14% | 83 |
|
|
2020
Q3 | $267K | Hold |
1,263
| – | – | 0.16% | 73 |
|
|
2020
Q2 | $219K | Sell |
1,263
-1,150
| -48% | -$199K | 0.14% | 84 |
|
|
2020
Q1 | $327K | Hold |
2,413
| – | – | 0.26% | 58 |
|
|
2019
Q4 | $432K | Buy |
+2,413
| New | +$432K | 0.28% | 55 |
|