DAS
Diversify Advisory Services’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,415
+599
| +21% | +$239K | 0.05% | 255 |
|
|
2025
Q1 | $825K | Buy |
+2,816
| New | +$825K | 0.05% | 251 |
|
|
2024
Q4 | – | Sell |
-922
| Closed | -$305K | – | 630 |
|
|
2024
Q3 | $305K | Sell |
922
-734
| -44% | -$243K | 0.02% | 497 |
|
|
2024
Q2 | $445K | Sell |
1,656
-131
| -7% | -$35.2K | 0.02% | 406 |
|
|
2024
Q1 | $526K | Buy |
+1,787
| New | +$526K | 0.03% | 412 |
|