First Business Financial Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Hold |
824
| – | – | 0.02% | 165 |
|
2025
Q1 | $258K | Sell |
824
-40
| -5% | -$12.5K | 0.03% | 147 |
|
2024
Q4 | $301K | Sell |
864
-40
| -4% | -$13.9K | 0.03% | 139 |
|
2024
Q3 | $293K | Hold |
904
| – | – | 0.03% | 134 |
|
2024
Q2 | $250K | Hold |
904
| – | – | 0.03% | 142 |
|
2024
Q1 | $266K | Hold |
904
| – | – | 0.03% | 140 |
|
2023
Q4 | $217K | Hold |
904
| – | – | 0.03% | 151 |
|
2023
Q3 | $207K | Hold |
904
| – | – | 0.03% | 162 |
|
2023
Q2 | $222K | Hold |
904
| – | – | 0.03% | 155 |
|
2023
Q1 | $216K | Hold |
904
| – | – | 0.03% | 156 |
|
2022
Q4 | $219K | Buy |
+904
| New | +$219K | 0.03% | 157 |
|
2022
Q2 | – | Sell |
-1,004
| Closed | -$206K | – | 165 |
|
2022
Q1 | $206K | Buy |
+1,004
| New | +$206K | 0.02% | 167 |
|
2015
Q4 | – | Sell |
-2,443
| Closed | -$265K | – | 62 |
|
2015
Q3 | $265K | Buy |
2,443
+15
| +0.6% | +$1.63K | 0.08% | 70 |
|
2015
Q2 | $319K | Buy |
2,428
+131
| +6% | +$17.2K | 0.09% | 65 |
|
2015
Q1 | $318K | Buy |
2,297
+188
| +9% | +$26K | 0.1% | 57 |
|
2014
Q4 | $304K | Buy |
2,109
+270
| +15% | +$38.9K | 0.1% | 58 |
|
2014
Q3 | $243K | Buy |
1,839
+194
| +12% | +$25.6K | 0.09% | 65 |
|
2014
Q2 | $254K | Sell |
1,645
-43
| -3% | -$6.64K | 0.09% | 44 |
|
2014
Q1 | $251K | Buy |
+1,688
| New | +$251K | 0.1% | 48 |
|