Dumont & Blake Investment 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 | $457K | Buy |
1,394
+10
| +0.7% | +$3.28K | 0.12% | 141 |
|
|
2025
Q1 | $434K | Sell |
1,384
-14
| -1% | -$4.39K | 0.12% | 144 |
|
|
2024
Q4 | $487K | Buy |
1,398
+4
| +0.3% | +$1.39K | 0.13% | 136 |
|
|
2024
Q3 | $451K | Sell |
1,394
-1,394
| -50% | -$451K | 0.12% | 144 |
|
|
2024
Q2 | $772K | Buy |
2,788
+1,404
| +101% | +$389K | 0.11% | 151 |
|
|
2024
Q1 | $408K | Buy |
1,384
+5
| +0.4% | +$1.47K | 0.12% | 149 |
|
|
2023
Q4 | $330K | Hold |
1,379
| – | – | 0.1% | 150 |
|
|
2023
Q3 | $315K | Buy |
1,379
+5
| +0.4% | +$1.14K | 0.11% | 148 |
|
|
2023
Q2 | $337K | Buy |
1,374
+21
| +2% | +$5.15K | 0.11% | 147 |
|
|
2023
Q1 | $323K | Hold |
1,353
| – | – | 0.11% | 148 |
|
|
2022
Q4 | $328K | Sell |
1,353
-32
| -2% | -$7.76K | 0.12% | 149 |
|
|
2022
Q3 | $282K | Sell |
1,385
-12
| -0.9% | -$2.44K | 0.11% | 154 |
|
|
2022
Q2 | $270K | Buy |
1,397
+39
| +3% | +$7.54K | 0.09% | 168 |
|
|
2022
Q1 | $279K | Sell |
1,358
-29
| -2% | -$5.96K | 0.08% | 187 |
|
|
2021
Q4 | $303K | Buy |
1,387
+21
| +2% | +$4.59K | 0.08% | 164 |
|
|
2021
Q3 | $307K | Buy |
1,366
+60
| +5% | +$13.5K | 0.09% | 164 |
|
|
2021
Q2 | $318K | Buy |
1,306
+50
| +4% | +$12.2K | 0.09% | 161 |
|
|
2021
Q1 | $325K | Sell |
1,256
-20
| -2% | -$5.18K | 0.1% | 154 |
|
|
2020
Q4 | $290K | Buy |
1,276
+15
| +1% | +$3.41K | 0.1% | 155 |
|
|
2020
Q3 | $266K | Buy |
1,261
+46
| +4% | +$9.7K | 0.1% | 152 |
|
|
2020
Q2 | $211K | Buy |
+1,215
| New | +$211K | 0.09% | 155 |
|