Envestnet Portfolio Solutions’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
4,096
-108
-3% -$35.4K ﹤0.01% 691
2025
Q1
$1.32M Sell
4,204
-702
-14% -$220K 0.01% 719
2024
Q4
$1.71M Sell
4,906
-2
-0% -$697 0.01% 716
2024
Q3
$1.59M Sell
4,908
-955
-16% -$309K 0.01% 744
2024
Q2
$1.62M Buy
5,863
+140
+2% +$38.8K 0.01% 699
2024
Q1
$1.69M Buy
5,723
+1,061
+23% +$313K 0.01% 686
2023
Q4
$1.12M Sell
4,662
-83
-2% -$19.9K ﹤0.01% 767
2023
Q3
$1.08M Buy
+4,745
New +$1.08M 0.01% 734