GA
Geller Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $253K | Buy |
727
+1
| +0.1% | +$349 | 0.02% | 222 |
|
|
2024
Q3 | $235K | Sell |
726
-835
| -53% | -$270K | 0.02% | 235 |
|
|
2024
Q2 | $432K | Hold |
1,561
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $460K | Buy |
1,561
+10
| +0.6% | +$2.95K | 0.04% | 159 |
|
|
2023
Q4 | $372K | Hold |
1,551
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $354K | Hold |
1,551
| – | – | 0.04% | 161 |
|
|
2023
Q2 | $380K | Buy |
+1,551
| New | +$380K | 0.05% | 157 |
|