GoalVest Advisory’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Sell |
2,840
-3
| -0.1% | -$983 | 0.23% | 71 |
|
|
2025
Q1 | $891K | Buy |
2,843
+273
| +11% | +$85.6K | 0.25% | 72 |
|
|
2024
Q4 | $896K | Hold |
2,570
| – | – | 0.25% | 68 |
|
|
2024
Q3 | $832K | Sell |
2,570
-50
| -2% | -$16.2K | 0.24% | 69 |
|
|
2024
Q2 | $726K | Buy |
2,620
+60
| +2% | +$16.6K | 0.23% | 68 |
|
|
2024
Q1 | $754K | Buy |
+2,560
| New | +$754K | 0.25% | 68 |
|