Avantax Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
9,291
+580
| +7% | +$190K | 0.02% | 614 |
|
|
2025
Q1 | $2.73M | Buy |
8,711
+1,005
| +13% | +$315K | 0.02% | 617 |
|
|
2024
Q4 | $2.69M | Sell |
7,706
-299
| -4% | -$104K | 0.02% | 594 |
|
|
2024
Q3 | $2.59M | Buy |
8,005
+66
| +0.8% | +$21.4K | 0.02% | 589 |
|
|
2024
Q2 | $2.2M | Buy |
7,939
+4,905
| +162% | +$1.36M | 0.02% | 627 |
|
|
2024
Q1 | $894K | Sell |
3,034
-213
| -7% | -$62.8K | 0.01% | 798 |
|
|
2023
Q4 | $778K | Sell |
3,247
-1,428
| -31% | -$342K | 0.01% | 812 |
|
|
2023
Q3 | $1.07M | Buy |
4,675
+453
| +11% | +$103K | 0.01% | 664 |
|
|
2023
Q2 | $1.04M | Sell |
4,222
-47
| -1% | -$11.5K | 0.01% | 665 |
|
|
2023
Q1 | $1.02M | Buy |
4,269
+155
| +4% | +$37K | 0.01% | 662 |
|
|
2022
Q4 | $997K | Buy |
4,114
+214
| +5% | +$51.8K | 0.01% | 638 |
|
|
2022
Q3 | $794K | Buy |
3,900
+268
| +7% | +$54.6K | 0.01% | 627 |
|
|
2022
Q2 | $703K | Buy |
3,632
+438
| +14% | +$84.8K | 0.01% | 650 |
|
|
2022
Q1 | $655K | Buy |
3,194
+380
| +14% | +$77.9K | 0.01% | 687 |
|
|
2021
Q4 | $614K | Buy |
2,814
+9
| +0.3% | +$1.96K | 0.01% | 691 |
|
|
2021
Q3 | $626K | Buy |
2,805
+167
| +6% | +$37.3K | 0.01% | 632 |
|
|
2021
Q2 | $639K | Buy |
2,638
+93
| +4% | +$22.5K | 0.01% | 611 |
|
|
2021
Q1 | $663K | Buy |
2,545
+1,066
| +72% | +$278K | 0.01% | 533 |
|
|
2020
Q4 | $335K | Sell |
1,479
-4,644
| -76% | -$1.05M | 0.01% | 683 |
|
|
2020
Q3 | $1.29M | Buy |
6,123
+3,866
| +171% | +$816K | 0.02% | 464 |
|
|
2020
Q2 | $388K | Buy |
+2,257
| New | +$388K | 0.01% | 549 |
|
|
2020
Q1 | – | Sell |
-3,135
| Closed | -$562K | – | 812 |
|
|
2019
Q4 | $562K | Buy |
3,135
+328
| +12% | +$58.8K | 0.01% | 439 |
|
|
2019
Q3 | $454K | Sell |
2,807
-621
| -18% | -$100K | 0.02% | 341 |
|
|
2019
Q2 | $587K | Buy |
3,428
+27
| +0.8% | +$4.62K | 0.03% | 266 |
|
|
2019
Q1 | $537K | Buy |
3,401
+309
| +10% | +$48.8K | 0.03% | 267 |
|
|
2018
Q4 | $414K | Buy |
+3,092
| New | +$414K | 0.07% | 251 |
|