Morningstar Investment Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+920
| New | +$301K | 0.03% | 163 |
|
|
2025
Q1 | – | Sell |
-837
| Closed | -$292K | – | 103 |
|
|
2024
Q4 | $292K | Hold |
837
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $283K | Buy |
837
+20
| +2% | +$6.76K | 0.03% | 168 |
|
|
2024
Q2 | $226K | Hold |
817
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $241K | Buy |
+817
| New | +$241K | 0.03% | 179 |
|