EverSource Wealth 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 | $548K | Buy |
1,672
+319
| +24% | +$104K | 0.02% | 416 |
|
|
2025
Q1 | $424K | Buy |
1,353
+627
| +86% | +$197K | 0.02% | 424 |
|
|
2024
Q4 | $253K | Buy |
726
+84
| +13% | +$29.3K | 0.01% | 562 |
|
|
2024
Q3 | $208K | Sell |
642
-34
| -5% | -$11K | 0.01% | 542 |
|
|
2024
Q2 | $197K | Buy |
676
+11
| +2% | +$3.21K | 0.01% | 562 |
|
|
2024
Q1 | $188K | Buy |
665
+321
| +93% | +$90.7K | 0.01% | 511 |
|
|
2023
Q4 | $82.4K | Buy |
344
+100
| +41% | +$24K | 0.01% | 713 |
|
|
2023
Q3 | $55.7K | Sell |
244
-12
| -5% | -$2.74K | 0.01% | 766 |
|
|
2023
Q2 | $62.8K | Buy |
256
+31
| +14% | +$7.6K | 0.01% | 746 |
|
|
2023
Q1 | $53.7K | Buy |
225
+95
| +73% | +$22.7K | 0.01% | 773 |
|
|
2022
Q4 | $31.5K | Buy |
130
+38
| +41% | +$9.21K | ﹤0.01% | 931 |
|
|
2022
Q3 | $18K | Sell |
92
-4
| -4% | -$783 | ﹤0.01% | 931 |
|
|
2022
Q2 | $18K | Buy |
96
+26
| +37% | +$4.88K | ﹤0.01% | 851 |
|
|
2022
Q1 | $15K | Buy |
70
+36
| +106% | +$7.71K | ﹤0.01% | 810 |
|
|
2021
Q4 | $8K | Buy |
+34
| New | +$8K | ﹤0.01% | 1040 |
|