Foundations Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
11,856
-19
| -0.2% | -$6.22K | 0.06% | 236 |
|
|
2025
Q1 | $3.72M | Sell |
11,875
-6,913
| -37% | -$2.17M | 0.07% | 227 |
|
|
2024
Q4 | $6.55M | Sell |
18,788
-116
| -0.6% | -$40.4K | 0.13% | 150 |
|
|
2024
Q3 | $6.12M | Buy |
18,904
+17,447
| +1,197% | +$5.65M | 0.13% | 144 |
|
|
2024
Q2 | $403K | Sell |
1,457
-132
| -8% | -$36.6K | 0.01% | 542 |
|
|
2024
Q1 | $468K | Sell |
1,589
-142
| -8% | -$41.8K | 0.01% | 480 |
|
|
2023
Q4 | $421K | Buy |
1,731
+195
| +13% | +$47.4K | 0.01% | 477 |
|
|
2023
Q3 | $351K | Buy |
1,536
+99
| +7% | +$22.6K | 0.01% | 477 |
|
|
2023
Q2 | $352K | Buy |
1,437
+30
| +2% | +$7.36K | 0.01% | 438 |
|
|
2023
Q1 | $336K | Buy |
+1,407
| New | +$336K | 0.01% | 375 |
|