Avestar Capital’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Buy |
792
+60
| +8% | +$19.7K | 0.02% | 373 |
|
2025
Q1 | $229K | Sell |
732
-255
| -26% | -$79.9K | 0.02% | 381 |
|
2024
Q4 | $344K | Buy |
987
+31
| +3% | +$10.8K | 0.03% | 325 |
|
2024
Q3 | $310K | Buy |
956
+53
| +6% | +$17.2K | 0.03% | 317 |
|
2024
Q2 | $250K | Buy |
903
+103
| +13% | +$28.5K | 0.03% | 347 |
|
2024
Q1 | $236K | Buy |
+800
| New | +$236K | 0.02% | 365 |
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 305 |
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 675 |
|
2019
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 863 |
|
2018
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 860 |
|
2018
Q3 | $0 | Sell |
17
-56
| -77% | – | ﹤0.01% | 858 |
|
2018
Q2 | $8K | Buy |
73
+25
| +52% | +$2.74K | 0.01% | 492 |
|
2018
Q1 | $6K | Buy |
48
+3
| +7% | +$375 | ﹤0.01% | 500 |
|
2017
Q4 | $7K | Buy |
+45
| New | +$7K | 0.01% | 499 |
|