Money Concepts Capital’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.13M | Buy |
6,514
+177
| +3% | +$58K | 0.14% | 145 |
|
2025
Q1 | $1.99M | Sell |
6,337
-104
| -2% | -$32.6K | 0.15% | 147 |
|
2024
Q4 | $2.25M | Sell |
6,441
-478
| -7% | -$167K | 0.17% | 140 |
|
2024
Q3 | $2.24M | Sell |
6,919
-293
| -4% | -$94.9K | 0.17% | 131 |
|
2024
Q2 | $2M | Sell |
7,212
-401
| -5% | -$111K | 0.17% | 141 |
|
2024
Q1 | $2.24M | Buy |
7,613
+95
| +1% | +$28K | 0.21% | 132 |
|
2023
Q4 | $1.8M | Sell |
7,518
-136
| -2% | -$32.6K | 0.17% | 147 |
|
2023
Q3 | $1.75M | Buy |
7,654
+115
| +2% | +$26.3K | 0.18% | 141 |
|
2023
Q2 | $1.85M | Buy |
7,539
+977
| +15% | +$240K | 0.19% | 134 |
|
2023
Q1 | $1.57M | Sell |
6,562
-857
| -12% | -$205K | 0.09% | 170 |
|
2022
Q4 | $1.8M | Buy |
7,419
+723
| +11% | +$175K | 0.08% | 199 |
|
2022
Q3 | $1.36M | Sell |
6,696
-170
| -2% | -$34.6K | 0.08% | 199 |
|
2022
Q2 | $1.33M | Sell |
6,866
-746
| -10% | -$145K | 0.12% | 176 |
|
2022
Q1 | $1.56M | Sell |
7,612
-713
| -9% | -$146K | 0.09% | 230 |
|
2021
Q4 | $1.82M | Buy |
+8,325
| New | +$1.82M | 0.15% | 143 |
|
2021
Q1 | $497K | Buy |
+1,919
| New | +$497K | 0.04% | 318 |
|