Douglas Lane & Associates’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-630
| Closed | -$220K | – | 234 |
|
|
2024
Q4 | $220K | Buy |
630
+10
| +2% | +$3.49K | ﹤0.01% | 222 |
|
|
2024
Q3 | $201K | Buy |
+620
| New | +$201K | ﹤0.01% | 231 |
|
|
2018
Q2 | – | Sell |
-1,776
| Closed | -$288K | – | 197 |
|
|
2018
Q1 | $288K | Hold |
1,776
| – | – | 0.01% | 180 |
|
|
2017
Q4 | $314K | Sell |
1,776
-25
| -1% | -$4.42K | 0.01% | 177 |
|
|
2017
Q3 | $303K | Buy |
1,801
+400
| +29% | +$67.3K | 0.01% | 185 |
|
|
2017
Q2 | $227K | Buy |
+1,401
| New | +$227K | 0.01% | 193 |
|