GFPC
Global Financial Private Client’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$5.02K | – | 487 |
|
|
2025
Q1 | $5.02K | Buy |
16
+9
| +129% | +$2.82K | ﹤0.01% | 681 |
|
|
2024
Q4 | $2.44K | Buy |
7
+4
| +133% | +$1.39K | ﹤0.01% | 708 |
|
|
2024
Q3 | $971 | Hold |
3
| – | – | ﹤0.01% | 761 |
|
|
2024
Q2 | $831 | Hold |
3
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $884 | Hold |
3
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $719 | Sell |
3
-18
| -86% | -$4.31K | ﹤0.01% | 645 |
|
|
2023
Q3 | $4.74K | Sell |
21
-5,623
| -100% | -$1.27M | ﹤0.01% | 504 |
|
|
2023
Q2 | $1.4M | Buy |
5,644
+160
| +3% | +$39.7K | 0.69% | 34 |
|
|
2023
Q1 | $1.31M | Buy |
5,484
+440
| +9% | +$105K | 0.67% | 33 |
|
|
2022
Q4 | $1.22M | Buy |
5,044
+1,859
| +58% | +$450K | 0.68% | 35 |
|
|
2022
Q3 | $668K | Buy |
3,185
+3,162
| +13,748% | +$663K | 0.38% | 66 |
|
|
2022
Q2 | $4.47K | Hold |
23
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $4.62K | Sell |
23
-700
| -97% | -$141K | ﹤0.01% | 474 |
|
|
2021
Q4 | $158K | Buy |
723
+140
| +24% | +$30.5K | 0.08% | 155 |
|
|
2021
Q3 | $133K | Buy |
583
+196
| +51% | +$44.7K | 0.07% | 165 |
|
|
2021
Q2 | $93.7K | Buy |
387
+315
| +438% | +$76.3K | 0.05% | 187 |
|
|
2021
Q1 | $18.6K | Buy |
72
+49
| +213% | +$12.6K | 0.01% | 281 |
|
|
2020
Q4 | $5.22K | Buy |
23
+3
| +15% | +$681 | ﹤0.01% | 352 |
|
|
2020
Q3 | $4.14K | Hold |
20
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $3.42K | Hold |
20
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $2.61K | Hold |
20
| – | – | ﹤0.01% | 427 |
|
|
2019
Q4 | $3.58K | Buy |
+20
| New | +$3.58K | ﹤0.01% | 432 |
|