Harel Insurance Investments & Financial Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-130
| Closed | -$45K | – | 496 |
|
|
2024
Q4 | $45K | Sell |
130
-129
| -50% | -$44.7K | ﹤0.01% | 314 |
|
|
2024
Q3 | $84K | Sell |
259
-587
| -69% | -$190K | ﹤0.01% | 301 |
|
|
2024
Q2 | $234K | Sell |
846
-600
| -41% | -$166K | ﹤0.01% | 246 |
|
|
2024
Q1 | $426K | Sell |
1,446
-223
| -13% | -$65.7K | 0.01% | 182 |
|
|
2023
Q4 | $400K | Sell |
1,669
-728
| -30% | -$174K | 0.01% | 216 |
|
|
2023
Q3 | $548K | Sell |
2,397
-233
| -9% | -$53.3K | 0.01% | 186 |
|
|
2023
Q2 | $644K | Sell |
2,630
-334
| -11% | -$81.8K | 0.02% | 189 |
|
|
2023
Q1 | $708K | Sell |
2,964
-91
| -3% | -$21.7K | 0.01% | 197 |
|
|
2022
Q4 | $740K | Sell |
3,055
-337
| -10% | -$81.6K | 0.02% | 172 |
|
|
2022
Q3 | $694K | Sell |
3,392
-43
| -1% | -$8.8K | 0.02% | 182 |
|
|
2022
Q2 | $665K | Buy |
3,435
+2,278
| +197% | +$441K | 0.01% | 216 |
|
|
2022
Q1 | $237K | Buy |
1,157
+2
| +0.2% | +$410 | ﹤0.01% | 324 |
|
|
2021
Q4 | $252K | Sell |
1,155
-230
| -17% | -$50.2K | ﹤0.01% | 359 |
|
|
2021
Q3 | $311K | Sell |
1,385
-4,642
| -77% | -$1.04M | 0.01% | 297 |
|
|
2021
Q2 | $3.8M | Sell |
6,027
-1,721
| -22% | -$1.08M | 0.08% | 118 |
|
|
2021
Q1 | $5.31M | Buy |
7,748
+7,695
| +14,519% | +$5.27M | 0.1% | 127 |
|
|
2020
Q4 | $9K | Buy |
+53
| New | +$9K | ﹤0.01% | 691 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$7K | – | 515 |
|
|
2020
Q1 | $7K | Sell |
53
-712
| -93% | -$94K | ﹤0.01% | 401 |
|
|
2019
Q4 | $137K | Sell |
765
-3,602
| -82% | -$645K | 0.01% | 243 |
|
|
2019
Q3 | $710K | Buy |
4,367
+4,314
| +8,140% | +$701K | 0.05% | 83 |
|
|
2019
Q2 | $9K | Sell |
53
-147
| -74% | -$25K | ﹤0.01% | 432 |
|
|
2019
Q1 | $32K | Sell |
200
-500
| -71% | -$80K | ﹤0.01% | 308 |
|
|
2018
Q4 | $94K | Buy |
700
+200
| +40% | +$26.9K | 0.01% | 240 |
|
|
2018
Q3 | $73K | Hold |
500
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $67K | Hold |
500
| – | – | ﹤0.01% | 282 |
|
|
2018
Q1 | $81K | Hold |
500
| – | – | ﹤0.01% | 279 |
|
|
2017
Q4 | $88K | Buy |
+500
| New | +$88K | 0.01% | 286 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$6K | – | 503 |
|
|
2016
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 603 |
|