JIC
Joel Isaacson & Co’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Hold |
2,111
| – | – | 0.03% | 211 |
|
|
2025
Q1 | $662K | Hold |
2,111
| – | – | 0.03% | 206 |
|
|
2024
Q4 | $736K | Hold |
2,111
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $684K | Hold |
2,111
| – | – | 0.03% | 181 |
|
|
2024
Q2 | $585K | Hold |
2,111
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $622K | Hold |
2,111
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $506K | Hold |
2,111
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $482K | Hold |
2,111
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $518K | Hold |
2,111
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $504K | Hold |
2,111
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $511K | Buy |
2,111
+400
| +23% | +$96.9K | 0.04% | 175 |
|
|
2022
Q3 | $348K | Hold |
1,711
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $331K | Sell |
1,711
-10
| -0.6% | -$1.94K | 0.03% | 216 |
|
|
2022
Q1 | $339K | Buy |
1,721
+10
| +0.6% | +$1.97K | 0.02% | 234 |
|
|
2021
Q4 | $373K | Hold |
1,711
| – | – | 0.03% | 229 |
|
|
2021
Q3 | $384K | Hold |
1,711
| – | – | 0.03% | 215 |
|
|
2021
Q2 | $417K | Hold |
1,711
| – | – | 0.03% | 195 |
|
|
2021
Q1 | $443K | Hold |
1,711
| – | – | 0.04% | 167 |
|
|
2020
Q4 | $389K | Hold |
1,711
| – | – | 0.04% | 171 |
|
|
2020
Q3 | $361K | Hold |
1,711
| – | – | 0.05% | 157 |
|
|
2020
Q2 | $296K | Hold |
1,711
| – | – | 0.04% | 162 |
|
|
2020
Q1 | $232K | Hold |
1,711
| – | – | 0.04% | 162 |
|
|
2019
Q4 | $306K | Buy |
+1,711
| New | +$306K | 0.04% | 168 |
|