Fiduciary Family Office’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,066
-9
| -0.3% | -$2.95K | 0.33% | 65 |
|
|
2025
Q1 | $964K | Buy |
+3,075
| New | +$964K | 0.32% | 64 |
|
|
2024
Q4 | – | Sell |
-2,810
| Closed | -$910K | – | 98 |
|
|
2024
Q3 | $910K | Buy |
2,810
+1,856
| +195% | +$601K | 0.3% | 72 |
|
|
2024
Q2 | $264K | Hold |
954
| – | – | 0.1% | 170 |
|
|
2024
Q1 | $281K | Hold |
954
| – | – | 0.11% | 169 |
|
|
2023
Q4 | $229K | Buy |
+954
| New | +$229K | 0.1% | 197 |
|