FVWA
Foster Victor Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
31,826
+1,938
| +6% | +$648K | 0.72% | 65 |
|
|
2025
Q1 | $8.54M | Buy |
29,888
+2,017
| +7% | +$577K | 0.69% | 66 |
|
|
2024
Q4 | $10.2M | Sell |
27,871
-1,254
| -4% | -$459K | 0.78% | 61 |
|
|
2024
Q3 | $9.7M | Buy |
29,125
+1,080
| +4% | +$360K | 0.78% | 59 |
|
|
2024
Q2 | $8.4M | Buy |
28,045
+1,666
| +6% | +$499K | 0.7% | 57 |
|
|
2024
Q1 | $7.99M | Buy |
26,379
+4,143
| +19% | +$1.25M | 0.73% | 61 |
|
|
2023
Q4 | $5.36M | Buy |
22,236
+1,232
| +6% | +$297K | 0.55% | 67 |
|
|
2023
Q3 | $4.78M | Buy |
21,004
+467
| +2% | +$106K | 0.56% | 64 |
|
|
2023
Q2 | $5M | Buy |
20,537
+1,388
| +7% | +$338K | 0.56% | 61 |
|
|
2023
Q1 | $4.44M | Buy |
19,149
+7,137
| +59% | +$1.66M | 0.54% | 67 |
|
|
2022
Q4 | $2.93M | Buy |
12,012
+573
| +5% | +$140K | 0.37% | 80 |
|
|
2022
Q3 | $2.53M | Buy |
+11,439
| New | +$2.53M | 0.37% | 74 |
|