Comprehensive Financial Consultants Institutional’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
985
| – | – | 0.11% | 147 |
|
|
2025
Q1 | $309K | Hold |
985
| – | – | 0.11% | 145 |
|
|
2024
Q4 | $343K | Hold |
985
| – | – | 0.12% | 137 |
|
|
2024
Q3 | $319K | Hold |
985
| – | – | 0.12% | 141 |
|
|
2024
Q2 | $273K | Sell |
985
-56
| -5% | -$15.5K | 0.11% | 142 |
|
|
2024
Q1 | $307K | Buy |
1,041
+56
| +6% | +$16.5K | 0.13% | 135 |
|
|
2023
Q4 | $236K | Hold |
985
| – | – | 0.11% | 140 |
|
|
2023
Q3 | $225K | Buy |
985
+2
| +0.2% | +$457 | 0.12% | 142 |
|
|
2023
Q2 | $251K | Hold |
983
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $235K | Sell |
983
-2
| -0.2% | -$478 | 0.13% | 142 |
|
|
2022
Q4 | $246K | Hold |
985
| – | – | 0.15% | 135 |
|
|
2022
Q3 | $216K | Buy |
+985
| New | +$216K | 0.14% | 146 |
|
|
2022
Q1 | – | Sell |
-957
| Closed | -$195K | – | 201 |
|
|
2021
Q4 | $195K | Buy |
+957
| New | +$195K | 0.13% | 159 |
|