IAM
Ion Asset Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,085
-365
| -11% | -$120K | 0.06% | 36 |
|
|
2025
Q1 | $1.08M | Hold |
3,450
| – | – | 0.07% | 35 |
|
|
2024
Q4 | $1.2M | Buy |
3,450
+52
| +2% | +$18.1K | 0.07% | 34 |
|
|
2024
Q3 | $1.1M | Buy |
3,398
+1,750
| +106% | +$567K | 0.06% | 34 |
|
|
2024
Q2 | $456K | Buy |
+1,648
| New | +$456K | 0.03% | 52 |
|