Forum Financial Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
1,702
+96
| +6% | +$31.4K | 0.01% | 373 |
|
|
2025
Q1 | $503K | Sell |
1,606
-10
| -0.6% | -$3.13K | 0.01% | 368 |
|
|
2024
Q4 | $563K | Buy |
1,616
+455
| +39% | +$159K | 0.01% | 334 |
|
|
2024
Q3 | $376K | Sell |
1,161
-36
| -3% | -$11.7K | 0.01% | 420 |
|
|
2024
Q2 | $332K | Buy |
1,197
+42
| +4% | +$11.6K | 0.01% | 440 |
|
|
2024
Q1 | $340K | Buy |
1,155
+3
| +0.3% | +$884 | 0.01% | 447 |
|
|
2023
Q4 | $276K | Sell |
1,152
-288
| -20% | -$68.9K | 0.01% | 490 |
|
|
2023
Q3 | $329K | Buy |
1,440
+138
| +11% | +$31.5K | 0.01% | 398 |
|
|
2023
Q2 | $319K | Buy |
1,302
+192
| +17% | +$47.1K | 0.01% | 411 |
|
|
2023
Q1 | $265K | Buy |
1,110
+1
| +0.1% | +$239 | 0.01% | 447 |
|
|
2022
Q4 | $269K | Buy |
+1,109
| New | +$269K | 0.01% | 426 |
|
|
2022
Q2 | – | Sell |
-1,309
| Closed | -$268K | – | 595 |
|
|
2022
Q1 | $268K | Sell |
1,309
-145
| -10% | -$29.7K | 0.01% | 447 |
|
|
2021
Q4 | $317K | Buy |
+1,454
| New | +$317K | 0.02% | 389 |
|