Mayflower Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
1,464
+2
| +0.1% | +$655 | 0.07% | 248 |
|
|
2025
Q1 | $458K | Sell |
1,462
-169
| -10% | -$53K | 0.07% | 244 |
|
|
2024
Q4 | $568K | Buy |
1,631
+32
| +2% | +$11.2K | 0.08% | 204 |
|
|
2024
Q3 | $518K | Buy |
1,599
+14
| +0.9% | +$4.53K | 0.08% | 211 |
|
|
2024
Q2 | $439K | Buy |
1,585
+16
| +1% | +$4.43K | 0.07% | 231 |
|
|
2024
Q1 | $462K | Buy |
1,569
+64
| +4% | +$18.9K | 0.08% | 221 |
|
|
2023
Q4 | $361K | Sell |
1,505
-131
| -8% | -$31.4K | 0.05% | 236 |
|
|
2023
Q3 | $374K | Sell |
1,636
-28
| -2% | -$6.4K | 0.06% | 227 |
|
|
2023
Q2 | $408K | Sell |
1,664
-426
| -20% | -$104K | 0.05% | 237 |
|
|
2023
Q1 | $499K | Buy |
2,090
+100
| +5% | +$23.9K | 0.07% | 200 |
|
|
2022
Q4 | $482K | Buy |
1,990
+365
| +22% | +$88.4K | 0.07% | 198 |
|
|
2022
Q3 | $331K | Buy |
1,625
+11
| +0.7% | +$2.24K | 0.05% | 240 |
|
|
2022
Q2 | $312K | Sell |
1,614
-33
| -2% | -$6.38K | 0.05% | 243 |
|
|
2022
Q1 | $338K | Buy |
1,647
+35
| +2% | +$7.18K | 0.05% | 250 |
|
|
2021
Q4 | $352K | Sell |
1,612
-829
| -34% | -$181K | 0.05% | 242 |
|
|
2021
Q3 | $586K | Sell |
2,441
-118
| -5% | -$28.3K | 0.08% | 173 |
|
|
2021
Q2 | $624K | Buy |
2,559
+723
| +39% | +$176K | 0.09% | 145 |
|
|
2021
Q1 | $476K | Buy |
1,836
+719
| +64% | +$186K | 0.07% | 166 |
|
|
2020
Q4 | $254K | Buy |
+1,117
| New | +$254K | 0.04% | 226 |
|