CIA
Concurrent Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
12,971
+450
| +4% | +$147K | 0.08% | 253 |
|
|
2025
Q1 | $3.92M | Buy |
12,521
+680
| +6% | +$213K | 0.1% | 228 |
|
|
2024
Q4 | $4.13M | Buy |
11,841
+8,851
| +296% | +$3.09M | 0.11% | 185 |
|
|
2024
Q3 | $968K | Buy |
2,990
+12
| +0.4% | +$3.89K | 0.03% | 466 |
|
|
2024
Q2 | $825K | Sell |
2,978
-257
| -8% | -$71.2K | 0.03% | 475 |
|
|
2024
Q1 | $953K | Buy |
3,235
+603
| +23% | +$178K | 0.04% | 375 |
|
|
2023
Q4 | $630K | Buy |
+2,632
| New | +$630K | 0.03% | 432 |
|