FPAS
Focus Partners Advisor Solutions’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Sell |
3,744
-763
| -17% | -$250K | 0.02% | 390 |
|
2025
Q1 | $1.41M | Buy |
4,507
+2,003
| +80% | +$628K | 0.02% | 312 |
|
2024
Q4 | $873K | Buy |
2,504
+867
| +53% | +$302K | 0.01% | 357 |
|
2024
Q3 | $530K | Buy |
1,637
+462
| +39% | +$150K | 0.01% | 438 |
|
2024
Q2 | $325K | Sell |
1,175
-27
| -2% | -$7.48K | 0.01% | 471 |
|
2024
Q1 | $354K | Buy |
+1,202
| New | +$354K | 0.01% | 426 |
|
2022
Q4 | – | Sell |
-1,666
| Closed | -$339K | – | 358 |
|
2022
Q3 | $339K | Buy |
+1,666
| New | +$339K | 0.02% | 281 |
|