FTWA
Fifth Third Wealth Advisors’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.8M | Buy |
5,502
+485
| +10% | +$159K | 0.08% | 172 |
|
2025
Q1 | $1.57M | Buy |
5,017
+1,273
| +34% | +$399K | 0.08% | 165 |
|
2024
Q4 | $1.31M | Buy |
3,744
+134
| +4% | +$46.7K | 0.07% | 174 |
|
2024
Q3 | $1.17M | Buy |
3,610
+82
| +2% | +$26.6K | 0.07% | 173 |
|
2024
Q2 | $977K | Buy |
3,528
+1,767
| +100% | +$489K | 0.07% | 164 |
|
2024
Q1 | $519K | Buy |
1,761
+151
| +9% | +$44.5K | 0.08% | 154 |
|
2023
Q4 | $386K | Sell |
1,610
-492
| -23% | -$118K | 0.13% | 130 |
|
2023
Q3 | $480K | Buy |
2,102
+864
| +70% | +$197K | 0.19% | 107 |
|
2023
Q2 | $304K | Buy |
+1,238
| New | +$304K | 0.2% | 113 |
|