DHJJ Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9K | Sell |
131
-30
| -19% | -$9.83K | 0.02% | 366 |
|
|
2025
Q1 | $50.5K | Hold |
161
| – | – | 0.02% | 309 |
|
|
2024
Q4 | $56.1K | Hold |
161
| – | – | 0.02% | 296 |
|
|
2024
Q3 | $52.1K | Hold |
161
| – | – | 0.02% | 294 |
|
|
2024
Q2 | $44.6K | Hold |
161
| – | – | 0.02% | 287 |
|
|
2024
Q1 | $47.4K | Hold |
161
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $38.6K | Hold |
161
| – | – | 0.02% | 289 |
|
|
2023
Q3 | $36.8K | Buy |
+161
| New | +$36.8K | 0.02% | 281 |
|