Capital Investment Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
836
| – | – | 0.02% | 482 |
|
|
2025
Q1 | $262K | Buy |
836
+33
| +4% | +$10.3K | 0.02% | 469 |
|
|
2024
Q4 | $280K | Hold |
803
| – | – | 0.03% | 418 |
|
|
2024
Q3 | $260K | Hold |
803
| – | – | 0.02% | 441 |
|
|
2024
Q2 | $222K | Buy |
803
+18
| +2% | +$4.98K | 0.02% | 470 |
|
|
2024
Q1 | $231K | Buy |
+785
| New | +$231K | 0.02% | 457 |
|
|
2019
Q4 | – | Sell |
-445
| Closed | -$72K | – | 680 |
|
|
2019
Q3 | $72K | Hold |
445
| – | – | 0.02% | 470 |
|
|
2019
Q2 | $76K | Buy |
445
+34
| +8% | +$5.81K | 0.02% | 449 |
|
|
2019
Q1 | $65K | Buy |
411
+95
| +30% | +$15K | 0.02% | 429 |
|
|
2018
Q4 | $42K | Buy |
+316
| New | +$42K | 0.02% | 489 |
|