LA
Legacy Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,159
| Closed | -$363K | – | 97 |
|
|
2025
Q1 | $363K | Buy |
1,159
+59
| +5% | +$18.5K | 0.04% | 300 |
|
|
2024
Q4 | $383K | Buy |
1,100
+32
| +3% | +$11.2K | 0.04% | 280 |
|
|
2024
Q3 | $346K | Buy |
1,068
+106
| +11% | +$34.3K | 0.04% | 281 |
|
|
2024
Q2 | $266K | Buy |
+962
| New | +$266K | 0.03% | 267 |
|
|
2024
Q1 | – | Sell |
-1,213
| Closed | -$291K | – | 317 |
|
|
2023
Q4 | $291K | Sell |
1,213
-1,936
| -61% | -$464K | 0.04% | 251 |
|
|
2023
Q3 | $719K | Buy |
+3,149
| New | +$719K | 0.12% | 149 |
|
|
2017
Q4 | – | Sell |
-44
| Closed | -$7K | – | 363 |
|
|
2017
Q3 | $7K | Buy |
+44
| New | +$7K | 0.01% | 249 |
|