Nicolet Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,080
+20
| +2% | +$7.12K | 0.03% | 256 |
|
|
2025
Q1 | $299K | Buy |
1,060
+216
| +26% | +$60.9K | 0.03% | 283 |
|
|
2024
Q4 | $300K | Buy |
844
+10
| +1% | +$3.55K | 0.03% | 294 |
|
|
2024
Q3 | $273K | Sell |
834
-50
| -6% | -$16.4K | 0.03% | 307 |
|
|
2024
Q2 | $242K | Buy |
884
+26
| +3% | +$7.13K | 0.02% | 316 |
|
|
2024
Q1 | $259K | Sell |
858
-61
| -7% | -$18.4K | 0.03% | 296 |
|
|
2023
Q4 | $219K | Buy |
919
+10
| +1% | +$2.38K | 0.02% | 297 |
|
|
2023
Q3 | $207K | Sell |
909
-59
| -6% | -$13.4K | 0.02% | 292 |
|
|
2023
Q2 | $234K | Buy |
+968
| New | +$234K | 0.03% | 277 |
|