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Bellwether Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Hold |
137
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $42.9K | Hold |
137
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $47.8K | Buy |
+137
| New | +$47.8K | 0.01% | 237 |
|
|
2023
Q2 | – | Sell |
-4,747
| Closed | -$1.13M | – | 154 |
|
|
2023
Q1 | $1.13M | Sell |
4,747
-2,468
| -34% | -$590K | 0.31% | 64 |
|
|
2022
Q4 | $1.75M | Buy |
7,215
+7,159
| +12,784% | +$1.73M | 0.51% | 45 |
|
|
2022
Q3 | $11K | Hold |
56
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 247 |
|
|
2022
Q1 | $11K | Hold |
56
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $12K | Hold |
56
| – | – | ﹤0.01% | 312 |
|
|
2021
Q3 | $12K | Hold |
56
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $13K | Hold |
56
| – | – | ﹤0.01% | 247 |
|
|
2021
Q1 | $14K | Hold |
56
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $12K | Buy |
+56
| New | +$12K | 0.01% | 219 |
|