FMWA
Forvis Mazars Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
10,315
+1,668
| +19% | +$546K | 0.07% | 115 |
|
|
2025
Q1 | $2.71M | Sell |
8,647
-413
| -5% | -$129K | 0.07% | 128 |
|
|
2024
Q4 | $3.16M | Sell |
9,060
-376
| -4% | -$131K | 0.07% | 125 |
|
|
2024
Q3 | $3.06M | Buy |
9,436
+65
| +0.7% | +$21K | 0.07% | 133 |
|
|
2024
Q2 | $2.6M | Buy |
9,371
+152
| +2% | +$42.1K | 0.06% | 137 |
|
|
2024
Q1 | $2.72M | Buy |
9,219
+719
| +8% | +$212K | 0.07% | 135 |
|
|
2023
Q4 | $2.04M | Buy |
8,500
+200
| +2% | +$47.9K | 0.06% | 153 |
|
|
2023
Q3 | $1.9M | Sell |
8,300
-4,237
| -34% | -$968K | 0.06% | 151 |
|
|
2023
Q2 | $3.07M | Buy |
12,537
+7,107
| +131% | +$1.74M | 0.09% | 136 |
|
|
2023
Q1 | $1.3M | Buy |
5,430
+411
| +8% | +$98.2K | 0.04% | 182 |
|
|
2022
Q4 | $1.22M | Buy |
5,019
+439
| +10% | +$106K | 0.04% | 183 |
|
|
2022
Q3 | $932K | Buy |
4,580
+311
| +7% | +$63.3K | 0.04% | 194 |
|
|
2022
Q2 | $826K | Sell |
4,269
-47
| -1% | -$9.09K | 0.03% | 205 |
|
|
2022
Q1 | $885K | Buy |
4,316
+704
| +19% | +$144K | 0.04% | 151 |
|
|
2021
Q4 | $788K | Buy |
3,612
+668
| +23% | +$146K | 0.03% | 152 |
|
|
2021
Q3 | $661K | Buy |
2,944
+174
| +6% | +$39.1K | 0.03% | 152 |
|
|
2021
Q2 | $675K | Buy |
2,770
+424
| +18% | +$103K | 0.03% | 151 |
|
|
2021
Q1 | $608K | Sell |
2,346
-616
| -21% | -$160K | 0.03% | 159 |
|
|
2020
Q4 | $673K | Buy |
2,962
+470
| +19% | +$107K | 0.03% | 180 |
|
|
2020
Q3 | $526K | Sell |
2,492
-67
| -3% | -$14.1K | 0.03% | 200 |
|
|
2020
Q2 | $443K | Buy |
2,559
+690
| +37% | +$119K | 0.03% | 207 |
|
|
2020
Q1 | $253K | Buy |
+1,869
| New | +$253K | 0.02% | 246 |
|