Midwest Professional Planners Ltd (MPPL)’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.76M | Buy |
11,471
+275
| +2% | +$90.1K | 0.99% | 30 |
|
2025
Q1 | $3.51M | Buy |
11,196
+360
| +3% | +$113K | 1.09% | 26 |
|
2024
Q4 | $3.78M | Buy |
10,836
+727
| +7% | +$253K | 1.13% | 21 |
|
2024
Q3 | $3.27M | Buy |
10,109
+690
| +7% | +$223K | 1% | 23 |
|
2024
Q2 | $2.61M | Buy |
9,419
+433
| +5% | +$120K | 0.87% | 31 |
|
2024
Q1 | $2.65M | Buy |
8,986
+1,143
| +15% | +$337K | 0.93% | 33 |
|
2023
Q4 | $1.88M | Buy |
7,843
+529
| +7% | +$127K | 0.75% | 41 |
|
2023
Q3 | $1.67M | Buy |
7,314
+441
| +6% | +$101K | 0.75% | 39 |
|
2023
Q2 | $1.68M | Buy |
6,873
+1,889
| +38% | +$463K | 0.74% | 39 |
|
2023
Q1 | $1.19M | Buy |
4,984
+1,134
| +29% | +$271K | 0.58% | 53 |
|
2022
Q4 | $933K | Buy |
3,850
+245
| +7% | +$59.4K | 0.52% | 60 |
|
2022
Q3 | $734K | Buy |
3,605
+319
| +10% | +$65K | 0.44% | 62 |
|
2022
Q2 | $636K | Buy |
3,286
+247
| +8% | +$47.8K | 0.36% | 67 |
|
2022
Q1 | $623K | Buy |
3,039
+243
| +9% | +$49.8K | 0.31% | 72 |
|
2021
Q4 | $610K | Buy |
2,796
+110
| +4% | +$24K | 0.3% | 73 |
|
2021
Q3 | $603K | Buy |
2,686
+78
| +3% | +$17.5K | 0.32% | 73 |
|
2021
Q2 | $636K | Buy |
+2,608
| New | +$636K | 0.33% | 70 |
|
2021
Q1 | – | Sell |
-2,437
| Closed | -$554K | – | 87 |
|
2020
Q4 | $554K | Buy |
2,437
+116
| +5% | +$26.4K | 0.34% | 68 |
|
2020
Q3 | $490K | Buy |
2,321
+236
| +11% | +$49.8K | 0.34% | 70 |
|
2020
Q2 | $361K | Buy |
+2,085
| New | +$361K | 0.28% | 78 |
|
2018
Q3 | – | Sell |
-3,207
| Closed | -$427K | – | 134 |
|
2018
Q2 | $427K | Sell |
3,207
-643
| -17% | -$85.6K | 0.38% | 50 |
|
2018
Q1 | $624K | Sell |
3,850
-94
| -2% | -$15.2K | 0.56% | 42 |
|
2017
Q4 | $697K | Buy |
+3,944
| New | +$697K | 0.64% | 36 |
|