HGA
Hobbs Group Advisors’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $690K | Sell |
2,107
-694
| -25% | -$227K | 0.24% | 77 |
|
2025
Q1 | $878K | Sell |
2,801
-994
| -26% | -$312K | 0.33% | 60 |
|
2024
Q4 | $1.32M | Buy |
3,795
+1,716
| +83% | +$598K | 0.5% | 41 |
|
2024
Q3 | $673K | Buy |
2,079
+2,026
| +3,823% | +$656K | 0.24% | 71 |
|
2024
Q2 | $14.7K | Buy |
+53
| New | +$14.7K | 0.01% | 346 |
|
2023
Q4 | $12.7K | Buy |
+53
| New | +$12.7K | 0.01% | 326 |
|