KPP Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $612K | Buy |
1,868
+493
| +36% | +$161K | 0.1% | 167 |
|
2025
Q1 | $431K | Buy |
1,375
+2
| +0.1% | +$627 | 0.08% | 193 |
|
2024
Q4 | $479K | Sell |
1,373
-11
| -0.8% | -$3.84K | 0.11% | 149 |
|
2024
Q3 | $448K | Sell |
1,384
-135
| -9% | -$43.7K | 0.11% | 153 |
|
2024
Q2 | $421K | Sell |
1,519
-31
| -2% | -$8.59K | 0.11% | 147 |
|
2024
Q1 | $457K | Sell |
1,550
-8
| -0.5% | -$2.36K | 0.13% | 136 |
|
2023
Q4 | $373K | Sell |
1,558
-20
| -1% | -$4.79K | 0.33% | 78 |
|
2023
Q3 | $361K | Buy |
+1,578
| New | +$361K | 0.12% | 128 |
|