Joule Financial’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
2,034
+25
| +1% | +$8.19K | 0.22% | 56 |
|
|
2025
Q1 | $630K | Sell |
2,009
-19
| -0.9% | -$5.96K | 0.22% | 52 |
|
|
2024
Q4 | $707K | Hold |
2,028
| – | – | 0.25% | 46 |
|
|
2024
Q3 | $657K | Sell |
2,028
-10
| -0.5% | -$3.24K | 0.24% | 49 |
|
|
2024
Q2 | $564K | Buy |
2,038
+102
| +5% | +$28.2K | 0.23% | 50 |
|
|
2024
Q1 | $570K | Sell |
1,936
-21
| -1% | -$6.19K | 0.23% | 44 |
|
|
2023
Q4 | $469K | Sell |
1,957
-1,296
| -40% | -$310K | 0.22% | 57 |
|
|
2023
Q3 | $743K | Buy |
3,253
+166
| +5% | +$37.9K | 0.38% | 36 |
|
|
2023
Q2 | $757K | Buy |
3,087
+271
| +10% | +$66.4K | 0.39% | 37 |
|
|
2023
Q1 | $673K | Buy |
2,816
+194
| +7% | +$46.3K | 0.36% | 35 |
|
|
2022
Q4 | $635K | Buy |
2,622
+1,234
| +89% | +$299K | 0.42% | 37 |
|
|
2022
Q3 | $282K | Buy |
+1,388
| New | +$282K | 0.21% | 69 |
|