JFS Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Buy |
83
+4
| +5% | +$1.31K | ﹤0.01% | 591 |
|
|
2025
Q1 | $24.8K | Hold |
79
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $27.5K | Sell |
79
-5
| -6% | -$1.74K | ﹤0.01% | 570 |
|
|
2024
Q3 | $27.2K | Buy |
84
+2
| +2% | +$648 | ﹤0.01% | 577 |
|
|
2024
Q2 | $22.7K | Sell |
82
-1
| -1% | -$277 | ﹤0.01% | 576 |
|
|
2024
Q1 | $24.5K | Sell |
83
-2
| -2% | -$589 | ﹤0.01% | 583 |
|
|
2023
Q4 | $20.4K | Buy |
85
+10
| +13% | +$2.4K | ﹤0.01% | 581 |
|
|
2023
Q3 | $17.1K | Hold |
75
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $18.4K | Sell |
75
-8
| -10% | -$1.96K | ﹤0.01% | 568 |
|
|
2023
Q1 | $19.8K | Sell |
83
-3
| -3% | -$717 | ﹤0.01% | 539 |
|
|
2022
Q4 | $20.8K | Buy |
86
+6
| +8% | +$1.45K | ﹤0.01% | 528 |
|
|
2022
Q3 | $16K | Buy |
80
+36
| +82% | +$7.2K | ﹤0.01% | 616 |
|
|
2022
Q2 | $9K | Sell |
44
-17
| -28% | -$3.48K | ﹤0.01% | 787 |
|
|
2022
Q1 | $13K | Buy |
+61
| New | +$13K | ﹤0.01% | 706 |
|