Crestwood Advisors Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
2,331
+307
| +15% | +$101K | 0.01% | 299 |
|
|
2025
Q1 | $635K | Buy |
2,024
+94
| +5% | +$29.5K | 0.01% | 312 |
|
|
2024
Q4 | $673K | Buy |
1,930
+125
| +7% | +$43.6K | 0.01% | 271 |
|
|
2024
Q3 | $584K | Buy |
1,805
+95
| +6% | +$30.8K | 0.01% | 278 |
|
|
2024
Q2 | $473K | Buy |
1,710
+7
| +0.4% | +$1.94K | 0.01% | 284 |
|
|
2024
Q1 | $502K | Sell |
1,703
-115
| -6% | -$33.9K | 0.01% | 278 |
|
|
2023
Q4 | $435K | Buy |
+1,818
| New | +$435K | 0.01% | 276 |
|