Focus Partners Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
55,376
+20,737
| +60% | +$6.79M | 0.04% | 382 |
|
|
2025
Q1 | $10.9M | Buy |
34,639
+2,138
| +7% | +$670K | 0.03% | 460 |
|
|
2024
Q4 | $11.3M | Buy |
32,501
+18,698
| +135% | +$6.52M | 0.03% | 439 |
|
|
2024
Q3 | $4.47M | Buy |
13,803
+10,845
| +367% | +$3.51M | 0.01% | 584 |
|
|
2024
Q2 | $820K | Buy |
2,958
+1,735
| +142% | +$481K | ﹤0.01% | 837 |
|
|
2024
Q1 | $360K | Buy |
1,223
+237
| +24% | +$69.8K | ﹤0.01% | 793 |
|
|
2023
Q4 | $236K | Buy |
+986
| New | +$236K | ﹤0.01% | 719 |
|