Childress Capital 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 | $218K | Buy |
664
+23
| +4% | +$7.54K | 0.05% | 237 |
|
|
2025
Q1 | $201K | Buy |
641
+5
| +0.8% | +$1.57K | 0.06% | 226 |
|
|
2024
Q4 | $222K | Sell |
636
-297
| -32% | -$104K | 0.06% | 199 |
|
|
2024
Q3 | $302K | Sell |
933
-30
| -3% | -$9.72K | 0.08% | 165 |
|
|
2024
Q2 | $267K | Buy |
+963
| New | +$267K | 0.08% | 166 |
|
|
2021
Q4 | – | Sell |
-1,860
| Closed | -$417K | – | 172 |
|
|
2021
Q3 | $417K | Buy |
+1,860
| New | +$417K | 0.17% | 110 |
|
|
2021
Q2 | – | Sell |
-2,399
| Closed | -$621K | – | 163 |
|
|
2021
Q1 | $621K | Buy |
2,399
+227
| +10% | +$58.8K | 0.29% | 64 |
|
|
2020
Q4 | $493K | Buy |
+2,172
| New | +$493K | 0.29% | 42 |
|