Avion Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
33
+10
| +43% | +$3.03K | ﹤0.01% | 460 |
|
|
2025
Q1 | $8K | Hold |
23
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $8K | Buy |
23
+1
| +5% | +$348 | ﹤0.01% | 430 |
|
|
2024
Q3 | $7K | Buy |
22
+4
| +22% | +$1.27K | ﹤0.01% | 433 |
|
|
2024
Q2 | $4K | Buy |
18
+2
| +13% | +$444 | ﹤0.01% | 496 |
|
|
2024
Q1 | $5K | Buy |
16
+6
| +60% | +$1.88K | ﹤0.01% | 448 |
|
|
2023
Q4 | $2K | Sell |
10
-112
| -92% | -$22.4K | ﹤0.01% | 541 |
|
|
2023
Q3 | $27K | Buy |
122
+5
| +4% | +$1.11K | 0.01% | 188 |
|
|
2023
Q2 | $27K | Buy |
117
+110
| +1,571% | +$25.4K | 0.01% | 201 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 326 |
|
|
2021
Q3 | $2K | Sell |
7
-22
| -76% | -$6.29K | ﹤0.01% | 315 |
|
|
2021
Q2 | $7K | Hold |
29
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $8K | Hold |
29
| – | – | ﹤0.01% | 231 |
|
|
2020
Q4 | $7K | Hold |
29
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $6K | Sell |
29
-29
| -50% | -$6K | ﹤0.01% | 216 |
|
|
2020
Q2 | $10K | Hold |
58
| – | – | ﹤0.01% | 162 |
|
|
2020
Q1 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 167 |
|