IAP
Indie Asset Partners’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,759
| Closed | -$551K | – | 75 |
|
|
2025
Q1 | $551K | Sell |
1,759
-347
| -16% | -$109K | 0.48% | 36 |
|
|
2024
Q4 | $734K | Sell |
2,106
-1
| -0% | -$349 | 0.58% | 30 |
|
|
2024
Q3 | $682K | Buy |
2,107
+5
| +0.2% | +$1.62K | 0.51% | 31 |
|
|
2024
Q2 | $582K | Buy |
2,102
+93
| +5% | +$25.8K | 0.46% | 34 |
|
|
2024
Q1 | $592K | Buy |
2,009
+1
| +0% | +$295 | 0.53% | 32 |
|
|
2023
Q4 | $481K | Sell |
2,008
-23
| -1% | -$5.51K | 0.43% | 31 |
|
|
2023
Q3 | $464K | Buy |
2,031
+2
| +0.1% | +$457 | 0.47% | 33 |
|
|
2023
Q2 | $497K | Buy |
2,029
+3
| +0.1% | +$735 | 0.54% | 30 |
|
|
2023
Q1 | $484K | Sell |
2,026
-73
| -3% | -$17.4K | 0.57% | 33 |
|
|
2022
Q4 | $509K | Buy |
2,099
+26
| +1% | +$6.3K | 0.56% | 36 |
|
|
2022
Q3 | $422K | Buy |
2,073
+1
| +0% | +$204 | 0.43% | 42 |
|
|
2022
Q2 | $401K | Hold |
2,072
| – | – | 0.35% | 51 |
|
|
2022
Q1 | $425K | Buy |
2,072
+15
| +0.7% | +$3.08K | 0.32% | 59 |
|
|
2021
Q4 | $449K | Buy |
2,057
+212
| +11% | +$46.3K | 0.33% | 58 |
|
|
2021
Q3 | $414K | Hold |
1,845
| – | – | 0.34% | 65 |
|
|
2021
Q2 | $450K | Buy |
1,845
+75
| +4% | +$18.3K | 0.36% | 58 |
|
|
2021
Q1 | $459K | Hold |
1,770
| – | – | 0.52% | 56 |
|
|
2020
Q4 | $402K | Buy |
1,770
+39
| +2% | +$8.86K | 0.47% | 54 |
|
|
2020
Q3 | $366K | Hold |
1,731
| – | – | 0.46% | 56 |
|
|
2020
Q2 | $364K | Sell |
1,731
-100
| -5% | -$21K | 0.46% | 59 |
|
|
2020
Q1 | $248K | Hold |
1,831
| – | – | 0.31% | 62 |
|
|
2019
Q4 | $328K | Buy |
+1,831
| New | +$328K | 0.35% | 54 |
|