HWA
HHM Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
1,495
-79
| -5% | -$25.9K | 0.06% | 116 |
|
|
2025
Q1 | $493K | Buy |
1,574
+79
| +5% | +$24.8K | 0.07% | 106 |
|
|
2024
Q4 | $521K | Buy |
1,495
+104
| +7% | +$36.3K | 0.07% | 99 |
|
|
2024
Q3 | $450K | Buy |
1,391
+21
| +2% | +$6.8K | 0.06% | 99 |
|
|
2024
Q2 | $379K | Buy |
1,370
+1,255
| +1,091% | +$348K | 0.06% | 107 |
|
|
2024
Q1 | $33.9K | Hold |
115
| – | – | 0.01% | 346 |
|
|
2023
Q4 | $27.6K | Hold |
115
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $26.3K | Sell |
115
-50
| -30% | -$11.4K | 0.01% | 362 |
|
|
2023
Q2 | $40.5K | Hold |
165
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $39.4K | Hold |
165
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $40K | Hold |
165
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $34K | Hold |
165
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $32K | Hold |
165
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $34K | Hold |
165
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $36K | Buy |
165
+15
| +10% | +$3.27K | 0.01% | 346 |
|
|
2021
Q3 | $34K | Hold |
150
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $37K | Hold |
150
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $39K | Hold |
150
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $34K | Hold |
150
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $32K | Buy |
150
+50
| +50% | +$10.7K | 0.01% | 270 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 319 |
|
|
2020
Q1 | $14K | Buy |
+100
| New | +$14K | 0.01% | 333 |
|