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 |
|