GIA
GHP Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
18,837
+241
| +1% | +$78.9K | 0.27% | 134 |
|
|
2025
Q1 | $5.83M | Buy |
18,596
+445
| +2% | +$139K | 0.28% | 133 |
|
|
2024
Q4 | $6.33M | Buy |
18,151
+303
| +2% | +$106K | 0.3% | 124 |
|
|
2024
Q3 | $5.78M | Buy |
17,848
+299
| +2% | +$96.8K | 0.26% | 137 |
|
|
2024
Q2 | $4.86M | Buy |
17,549
+768
| +5% | +$213K | 0.24% | 143 |
|
|
2024
Q1 | $4.94M | Buy |
16,781
+989
| +6% | +$291K | 0.25% | 146 |
|
|
2023
Q4 | $3.78M | Buy |
15,792
+651
| +4% | +$156K | 0.2% | 160 |
|
|
2023
Q3 | $3.45M | Buy |
15,141
+811
| +6% | +$185K | 0.21% | 157 |
|
|
2023
Q2 | $3.42M | Buy |
14,330
+2,083
| +17% | +$497K | 0.2% | 165 |
|
|
2023
Q1 | $2.93M | Buy |
12,247
+584
| +5% | +$140K | 0.19% | 171 |
|
|
2022
Q4 | $2.83M | Buy |
11,663
+721
| +7% | +$175K | 0.19% | 176 |
|
|
2022
Q3 | $2.23M | Buy |
10,942
+369
| +3% | +$75.1K | 0.17% | 188 |
|
|
2022
Q2 | $2.05M | Sell |
10,573
-453
| -4% | -$87.7K | 0.15% | 204 |
|
|
2022
Q1 | $2.26M | Buy |
11,026
+1,274
| +13% | +$261K | 0.15% | 201 |
|
|
2021
Q4 | $2.13M | Buy |
9,752
+1,544
| +19% | +$337K | 0.15% | 183 |
|
|
2021
Q3 | $1.84M | Buy |
8,208
+1,408
| +21% | +$316K | 0.15% | 175 |
|
|
2021
Q2 | $1.66M | Buy |
6,800
+28
| +0.4% | +$6.83K | 0.13% | 179 |
|
|
2021
Q1 | $1.76M | Buy |
6,772
+346
| +5% | +$89.7K | 0.15% | 170 |
|
|
2020
Q4 | $1.46M | Buy |
6,426
+1,307
| +26% | +$297K | 0.14% | 171 |
|
|
2020
Q3 | $1.08M | Buy |
5,119
+165
| +3% | +$34.8K | 0.12% | 174 |
|
|
2020
Q2 | $858K | Buy |
4,954
+629
| +15% | +$109K | 0.11% | 185 |
|
|
2020
Q1 | $585K | Sell |
4,325
-375
| -8% | -$50.7K | 0.09% | 204 |
|
|
2019
Q4 | $841K | Buy |
4,700
+1,448
| +45% | +$259K | 0.09% | 205 |
|
|
2019
Q3 | $529K | Buy |
3,252
+663
| +26% | +$108K | 0.07% | 227 |
|
|
2019
Q2 | $444K | Buy |
2,589
+753
| +41% | +$129K | 0.05% | 238 |
|
|
2019
Q1 | $290K | Buy |
+1,836
| New | +$290K | 0.04% | 277 |
|