Certified Advisory Corp’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,431
+4
| +0.1% | +$1.31K | 0.15% | 129 |
|
|
2025
Q1 | $1.39M | Sell |
4,427
-244
| -5% | -$76.5K | 0.16% | 123 |
|
|
2024
Q4 | $1.63M | Sell |
4,671
-138
| -3% | -$48.1K | 0.18% | 115 |
|
|
2024
Q3 | $1.56M | Sell |
4,809
-128
| -3% | -$41.4K | 0.17% | 119 |
|
|
2024
Q2 | $1.37M | Buy |
4,937
+7
| +0.1% | +$1.94K | 0.17% | 118 |
|
|
2024
Q1 | $1.45M | Sell |
4,930
-94
| -2% | -$27.7K | 0.2% | 108 |
|
|
2023
Q4 | $1.2M | Buy |
5,024
+7
| +0.1% | +$1.68K | 0.18% | 116 |
|
|
2023
Q3 | $1.15M | Sell |
5,017
-293
| -6% | -$66.9K | 0.21% | 104 |
|
|
2023
Q2 | $1.3M | Sell |
5,310
-396
| -7% | -$97.1K | 0.24% | 98 |
|
|
2023
Q1 | $1.36M | Sell |
5,706
-43
| -0.7% | -$10.3K | 0.24% | 101 |
|
|
2022
Q4 | $1.39M | Sell |
5,749
-94
| -2% | -$22.8K | 0.28% | 95 |
|
|
2022
Q3 | $1.19M | Sell |
5,843
-94
| -2% | -$19.1K | 0.27% | 94 |
|
|
2022
Q2 | $1.15M | Sell |
5,937
-252
| -4% | -$48.8K | 0.26% | 98 |
|
|
2022
Q1 | $1.27M | Buy |
6,189
+1,303
| +27% | +$267K | 0.27% | 93 |
|
|
2021
Q4 | $1.07M | Buy |
4,886
+1,711
| +54% | +$373K | 0.24% | 102 |
|
|
2021
Q3 | $713K | Buy |
3,175
+1,477
| +87% | +$332K | 0.17% | 125 |
|
|
2021
Q2 | $414K | Buy |
1,698
+1
| +0.1% | +$244 | 0.1% | 159 |
|
|
2021
Q1 | $440K | Buy |
+1,697
| New | +$440K | 0.11% | 145 |
|
|
2020
Q2 | $311K | Buy |
1,794
+1
| +0.1% | +$173 | 0.1% | 151 |
|
|
2020
Q1 | $243K | Sell |
1,793
-125
| -7% | -$16.9K | 0.1% | 155 |
|
|
2019
Q4 | $343K | Buy |
1,918
+2
| +0.1% | +$358 | 0.11% | 153 |
|
|
2019
Q3 | $312K | Buy |
1,916
+2
| +0.1% | +$326 | 0.11% | 154 |
|
|
2019
Q2 | $328K | Buy |
1,914
+2
| +0.1% | +$343 | 0.12% | 138 |
|
|
2019
Q1 | $302K | Sell |
1,912
-33
| -2% | -$5.21K | 0.13% | 129 |
|
|
2018
Q4 | $260K | Buy |
1,945
+37
| +2% | +$4.95K | 0.13% | 121 |
|
|
2018
Q3 | $279K | Buy |
1,908
+3
| +0.2% | +$439 | 0.13% | 128 |
|
|
2018
Q2 | $253K | Buy |
1,905
+79
| +4% | +$10.5K | 0.14% | 124 |
|
|
2018
Q1 | $296K | Buy |
1,826
+1,763
| +2,798% | +$286K | 0.18% | 115 |
|
|
2017
Q4 | $11K | Buy |
+63
| New | +$11K | 0.01% | 457 |
|