Bell Investment Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5K | Buy |
261
+12
| +5% | +$3.93K | 0.01% | 178 |
|
|
2025
Q1 | $78K | Sell |
249
-2
| -0.8% | -$627 | 0.01% | 166 |
|
|
2024
Q4 | $87.5K | Sell |
251
-15
| -6% | -$5.23K | 0.02% | 154 |
|
|
2024
Q3 | $86.1K | Buy |
266
+1
| +0.4% | +$324 | 0.02% | 160 |
|
|
2024
Q2 | $73.4K | Buy |
265
+17
| +7% | +$4.71K | 0.01% | 174 |
|
|
2024
Q1 | $73.1K | Sell |
248
-6
| -2% | -$1.77K | 0.01% | 165 |
|
|
2023
Q4 | $60.9K | Sell |
254
-3
| -1% | -$719 | 0.01% | 175 |
|
|
2023
Q3 | $58.7K | Buy |
257
+9
| +4% | +$2.06K | 0.01% | 167 |
|
|
2023
Q2 | $60.8K | Sell |
248
-1
| -0.4% | -$245 | 0.01% | 149 |
|
|
2023
Q1 | $59.5K | Buy |
249
+5
| +2% | +$1.19K | 0.01% | 147 |
|
|
2022
Q4 | $59.1K | Buy |
244
+8
| +3% | +$1.94K | 0.01% | 147 |
|
|
2022
Q3 | $48K | Sell |
236
-38
| -14% | -$7.73K | 0.01% | 138 |
|
|
2022
Q2 | $53K | Buy |
+274
| New | +$53K | 0.02% | 131 |
|
|
2021
Q4 | $33K | Sell |
152
-29
| -16% | -$6.3K | 0.01% | 207 |
|
|
2021
Q3 | $41K | Buy |
+181
| New | +$41K | 0.01% | 167 |
|