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Cumberland Advisors’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.7M Sell
8,250
-300
-4% -$98.3K 1.14% 20
2025
Q1
$2.68M Hold
8,550
1.22% 19
2024
Q4
$2.98M Hold
8,550
1.19% 20
2024
Q3
$2.77M Buy
8,550
+500
+6% +$162K 1.1% 21
2024
Q2
$2.23M Sell
8,050
-500
-6% -$138K 0.91% 27
2024
Q1
$2.52M Hold
8,550
0.94% 25
2023
Q4
$2.05M Hold
8,550
0.88% 28
2023
Q3
$1.95M Hold
8,550
0.87% 28
2023
Q2
$2.1M Hold
8,550
0.96% 27
2023
Q1
$2.04M Hold
8,550
0.84% 33
2022
Q4
$2.07M Hold
8,550
0.9% 28
2022
Q3
$1.74M Hold
8,550
0.69% 30
2022
Q2
$1.66M Hold
8,550
0.55% 32
2022
Q1
$1.75M Hold
8,550
0.41% 35
2021
Q4
$1.87M Sell
8,550
-175
-2% -$38.2K 0.39% 34
2021
Q3
$1.96M Sell
8,725
-125
-1% -$28.1K 0.45% 31
2021
Q2
$2.16M Hold
8,850
0.51% 31
2021
Q1
$2.29M Sell
8,850
-100
-1% -$25.9K 0.57% 30
2020
Q4
$2.03M Buy
+8,950
New +$2.03M 0.74% 26
2020
Q2
$1.55M Sell
8,950
-650
-7% -$113K 0.59% 29
2020
Q1
$1.3M Sell
9,600
-300
-3% -$40.6K 0.53% 33
2019
Q4
$1.77M Hold
9,900
0.61% 33
2019
Q3
$1.61M Hold
9,900
0.45% 34
2019
Q2
$1.7M Hold
9,900
0.57% 32
2019
Q1
$1.56M Buy
9,900
+300
+3% +$47.4K 0.54% 32
2018
Q4
$1.28M Buy
+9,600
New +$1.28M 0.46% 30