Capital Analysts LLC’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $186K | Hold |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $154K | Buy |
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|
2023
Q2 | $164K | Buy |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $111K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.76M | Buy |
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|
2015
Q2 | $1.57M | Buy |
|