Financial Advisors Network’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $450K | Sell |
1,375
-2
| -0.1% | -$655 | 0.07% | 112 |
|
2025
Q1 | $432K | Sell |
1,377
-416
| -23% | -$130K | 0.07% | 108 |
|
2024
Q4 | $625K | Buy |
+1,793
| New | +$625K | 0.1% | 89 |
|
2023
Q4 | $337K | Hold |
1,407
| – | – | 0.07% | 121 |
|
2023
Q3 | $322K | Buy |
+1,407
| New | +$322K | 0.07% | 115 |
|
2022
Q4 | $438K | Buy |
1,806
+207
| +13% | +$50.2K | 0.12% | 70 |
|
2022
Q3 | $325K | Buy |
1,599
+169
| +12% | +$34.4K | 0.1% | 81 |
|
2022
Q2 | $277K | Buy |
1,430
+148
| +12% | +$28.7K | 0.08% | 91 |
|
2022
Q1 | $263K | Sell |
1,282
-1,423
| -53% | -$292K | 0.06% | 101 |
|
2021
Q4 | $590K | Sell |
2,705
-105
| -4% | -$22.9K | 0.13% | 71 |
|
2021
Q3 | $664K | Buy |
2,810
+153
| +6% | +$36.2K | 0.15% | 69 |
|
2021
Q2 | $648K | Buy |
2,657
+9
| +0.3% | +$2.2K | 0.19% | 62 |
|
2021
Q1 | $686K | Sell |
2,648
-222
| -8% | -$57.5K | 0.22% | 62 |
|
2020
Q4 | $652K | Sell |
2,870
-151
| -5% | -$34.3K | 0.22% | 56 |
|
2020
Q3 | $638K | Sell |
3,021
-431
| -12% | -$91K | 0.25% | 55 |
|
2020
Q2 | $598K | Sell |
3,452
-718
| -17% | -$124K | 0.24% | 59 |
|
2020
Q1 | $564K | Sell |
4,170
-51
| -1% | -$6.9K | 0.27% | 54 |
|
2019
Q4 | $755K | Sell |
4,221
-249
| -6% | -$44.5K | 0.35% | 50 |
|
2019
Q3 | $727K | Buy |
4,470
+143
| +3% | +$23.3K | 0.37% | 51 |
|
2019
Q2 | $659K | Buy |
4,327
+217
| +5% | +$33K | 0.35% | 54 |
|
2019
Q1 | $620K | Buy |
4,110
+1,080
| +36% | +$163K | 0.36% | 55 |
|
2018
Q4 | $405K | Buy |
+3,030
| New | +$405K | 0.25% | 70 |
|
2018
Q2 | $340K | Buy |
+2,558
| New | +$340K | 0.21% | 68 |
|
2017
Q4 | $273K | Buy |
1,546
+1
| +0.1% | +$177 | 0.18% | 83 |
|
2017
Q3 | $260K | Sell |
1,545
-314
| -17% | -$52.8K | 0.21% | 83 |
|
2017
Q2 | $302K | Sell |
1,859
-33
| -2% | -$5.36K | 0.25% | 75 |
|
2017
Q1 | $297K | Sell |
1,892
-155
| -8% | -$24.3K | 0.26% | 74 |
|
2016
Q4 | $301K | Buy |
+2,047
| New | +$301K | 0.26% | 67 |
|