Neumann Capital 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 | $311K | Sell |
950
-100
| -10% | -$32.8K | 0.1% | 90 |
|
2025
Q1 | $329K | Hold |
1,050
| – | – | 0.11% | 90 |
|
2024
Q4 | $366K | Hold |
1,050
| – | – | 0.12% | 89 |
|
2024
Q3 | $340K | Buy |
1,050
+50
| +5% | +$16.2K | 0.11% | 90 |
|
2024
Q2 | $277K | Buy |
1,000
+150
| +18% | +$41.5K | 0.1% | 90 |
|
2024
Q1 | $250K | Buy |
+850
| New | +$250K | 0.09% | 92 |
|