Fortune Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
897
| – | – | 0.24% | 80 |
|
|
2025
Q1 | $281K | Hold |
897
| – | – | 0.24% | 80 |
|
|
2024
Q4 | $313K | Hold |
897
| – | – | 0.28% | 73 |
|
|
2024
Q3 | $290K | Hold |
897
| – | – | 0.26% | 74 |
|
|
2024
Q2 | $248K | Hold |
897
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $264K | Hold |
897
| – | – | 0.17% | 121 |
|
|
2023
Q4 | $215K | Buy |
897
+2
| +0.2% | +$479 | 0.15% | 120 |
|
|
2023
Q3 | $204K | Buy |
895
+2
| +0.2% | +$457 | 0.16% | 114 |
|
|
2023
Q2 | $219K | Buy |
+893
| New | +$219K | 0.16% | 114 |
|