CVA Family Office’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Sell |
50
-10
| -17% | -$3.28K | ﹤0.01% | 729 |
|
|
2025
Q1 | $18.8K | Buy |
60
+2
| +3% | +$627 | ﹤0.01% | 690 |
|
|
2024
Q4 | $20.2K | Buy |
58
+18
| +45% | +$6.28K | ﹤0.01% | 676 |
|
|
2024
Q3 | $13K | Buy |
40
+17
| +74% | +$5.51K | ﹤0.01% | 720 |
|
|
2024
Q2 | $6.37K | Buy |
23
+8
| +53% | +$2.22K | ﹤0.01% | 801 |
|
|
2024
Q1 | $4.42K | Sell |
15
-220
| -94% | -$64.8K | ﹤0.01% | 846 |
|
|
2023
Q4 | $56.3K | Buy |
+235
| New | +$56.3K | 0.01% | 449 |
|
|
2023
Q3 | – | Sell |
-125
| Closed | -$30.6K | – | 370 |
|
|
2023
Q2 | $30.6K | Sell |
125
-17
| -12% | -$4.17K | 0.01% | 543 |
|
|
2023
Q1 | $33.9K | Buy |
142
+37
| +35% | +$8.84K | 0.01% | 508 |
|
|
2022
Q4 | $25.4K | Buy |
105
+5
| +5% | +$1.21K | 0.01% | 522 |
|
|
2022
Q3 | $20K | Hold |
100
| – | – | 0.01% | 522 |
|
|
2022
Q2 | $19K | Buy |
+100
| New | +$19K | 0.01% | 548 |
|
|
2021
Q3 | – | Sell |
-111
| Closed | -$27K | – | 459 |
|
|
2021
Q2 | $27K | Buy |
111
+16
| +17% | +$3.89K | 0.01% | 460 |
|
|
2021
Q1 | $25K | Buy |
+95
| New | +$25K | 0.01% | 363 |
|