Jackson Grant Investment Advisers’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.57K | Hold |
17
| – | – | ﹤0.01% | 307 |
|
2025
Q1 | $5.33K | Hold |
17
| – | – | ﹤0.01% | 302 |
|
2024
Q4 | $5.93K | Hold |
17
| – | – | ﹤0.01% | 301 |
|
2024
Q3 | $5.5K | Hold |
17
| – | – | ﹤0.01% | 308 |
|
2024
Q2 | $4.71K | Hold |
17
| – | – | ﹤0.01% | 319 |
|
2024
Q1 | $5.01K | Hold |
17
| – | – | ﹤0.01% | 303 |
|
2023
Q4 | $4.07K | Hold |
17
| – | – | ﹤0.01% | 306 |
|
2023
Q3 | $3.88K | Hold |
17
| – | – | ﹤0.01% | 305 |
|
2023
Q2 | $4.17K | Hold |
17
| – | – | ﹤0.01% | 305 |
|
2023
Q1 | $4.06K | Buy |
+17
| New | +$4.06K | ﹤0.01% | 335 |
|