BFC
Bedel Financial Consulting’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
7,158
+523
| +8% | +$171K | 0.32% | 40 |
|
|
2025
Q1 | $1.98M | Buy |
6,635
+56
| +0.9% | +$16.7K | 0.28% | 47 |
|
|
2024
Q4 | $2.43M | Sell |
6,579
-34
| -0.5% | -$12.6K | 0.34% | 37 |
|
|
2024
Q3 | $2.14M | Sell |
6,613
-465
| -7% | -$151K | 0.3% | 42 |
|
|
2024
Q2 | $1.96M | Buy |
7,078
+10
| +0.1% | +$2.77K | 0.29% | 41 |
|
|
2024
Q1 | $2.08M | Sell |
7,068
-21
| -0.3% | -$6.19K | 0.33% | 38 |
|
|
2023
Q4 | $1.7M | Sell |
7,089
-68
| -1% | -$16.3K | 0.31% | 40 |
|
|
2023
Q3 | $1.63M | Buy |
7,157
+44
| +0.6% | +$10.1K | 0.33% | 37 |
|
|
2023
Q2 | $1.74M | Buy |
7,113
+51
| +0.7% | +$12.5K | 0.36% | 34 |
|
|
2023
Q1 | $1.69M | Buy |
7,062
+35
| +0.5% | +$8.36K | 0.41% | 34 |
|
|
2022
Q4 | $1.7M | Buy |
7,027
+66
| +0.9% | +$16K | 0.42% | 31 |
|
|
2022
Q3 | $1.65M | Buy |
6,961
+15
| +0.2% | +$3.55K | 0.44% | 29 |
|
|
2022
Q2 | $1.34M | Buy |
6,946
+161
| +2% | +$31.2K | 0.39% | 33 |
|
|
2022
Q1 | $1.39M | Buy |
6,785
+103
| +2% | +$21.1K | 0.44% | 28 |
|
|
2021
Q4 | $1.46M | Buy |
6,682
+26
| +0.4% | +$5.67K | 0.45% | 27 |
|
|
2021
Q3 | $1.5M | Buy |
6,656
+3
| +0% | +$674 | 0.51% | 24 |
|
|
2021
Q2 | $1.62M | Buy |
6,653
+201
| +3% | +$49K | 0.56% | 22 |
|
|
2021
Q1 | $1.67M | Buy |
6,452
+13
| +0.2% | +$3.37K | 0.65% | 19 |
|
|
2020
Q4 | $1.46M | Buy |
6,439
+14
| +0.2% | +$3.18K | 0.65% | 20 |
|
|
2020
Q3 | $1.36M | Sell |
6,425
-17
| -0.3% | -$3.59K | 0.68% | 17 |
|
|
2020
Q2 | $1.12M | Sell |
6,442
-31
| -0.5% | -$5.37K | 0.6% | 22 |
|
|
2020
Q1 | $876K | Sell |
6,473
-1,221
| -16% | -$165K | 0.58% | 22 |
|
|
2019
Q4 | $1.38M | Buy |
7,694
+19
| +0.2% | +$3.4K | 0.78% | 18 |
|
|
2019
Q3 | $1.25M | Buy |
7,675
+210
| +3% | +$34.1K | 0.75% | 20 |
|
|
2019
Q2 | $1.28M | Buy |
7,465
+39
| +0.5% | +$6.68K | 0.78% | 21 |
|
|
2019
Q1 | $1.17M | Sell |
7,426
-8
| -0.1% | -$1.26K | 0.75% | 22 |
|
|
2018
Q4 | $994K | Buy |
7,434
+895
| +14% | +$120K | 0.72% | 24 |
|
|
2018
Q3 | $963K | Sell |
6,539
-237
| -3% | -$34.9K | 0.64% | 27 |
|
|
2018
Q2 | $901K | Buy |
6,776
+812
| +14% | +$108K | 0.66% | 26 |
|
|
2018
Q1 | $967K | Buy |
5,964
+139
| +2% | +$22.5K | 0.74% | 25 |
|
|
2017
Q4 | $1.03M | Buy |
+5,825
| New | +$1.03M | 0.93% | 21 |
|