MGIA
Moneta Group Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
848
-78
| -8% | -$25.5K | ﹤0.01% | 582 |
|
|
2025
Q1 | $290K | Buy |
926
+107
| +13% | +$33.5K | ﹤0.01% | 534 |
|
|
2024
Q4 | $286K | Buy |
819
+99
| +14% | +$34.5K | ﹤0.01% | 541 |
|
|
2024
Q3 | $233K | Sell |
720
-177
| -20% | -$57.3K | ﹤0.01% | 584 |
|
|
2024
Q2 | $248K | Sell |
897
-67
| -7% | -$18.6K | ﹤0.01% | 527 |
|
|
2024
Q1 | $284K | Buy |
964
+111
| +13% | +$32.7K | ﹤0.01% | 502 |
|
|
2023
Q4 | $204K | Buy |
+853
| New | +$204K | ﹤0.01% | 528 |
|
|
2023
Q3 | – | Sell |
-896
| Closed | -$220K | – | 535 |
|
|
2023
Q2 | $220K | Sell |
896
-110
| -11% | -$27K | ﹤0.01% | 486 |
|
|
2023
Q1 | $240K | Buy |
+1,006
| New | +$240K | 0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-1,126
| Closed | -$218K | – | 442 |
|
|
2022
Q2 | $218K | Buy |
1,126
+146
| +15% | +$28.3K | 0.01% | 432 |
|
|
2022
Q1 | $201K | Buy |
+980
| New | +$201K | 0.01% | 427 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 617 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 404 |
|