Oliver Lagore Vanvalin Investment Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $124K | Buy |
+397
| New | +$124K | 0.05% | 173 |
|
2024
Q4 | $138K | Hold |
397
| – | – | 0.04% | 144 |
|
2024
Q3 | $129K | Hold |
397
| – | – | 0.03% | 154 |
|
2024
Q2 | $110K | Hold |
397
| – | – | 0.03% | 163 |
|
2024
Q1 | $117K | Hold |
397
| – | – | 0.03% | 161 |
|
2023
Q4 | $95.1K | Hold |
397
| – | – | 0.04% | 156 |
|
2023
Q3 | $90.7K | Sell |
397
-3
| -0.8% | -$685 | 0.04% | 174 |
|
2023
Q2 | $98.1K | Hold |
400
| – | – | 0.04% | 174 |
|
2023
Q1 | $95.6K | Hold |
400
| – | – | 0.04% | 126 |
|
2022
Q4 | $96.9K | Hold |
400
| – | – | 0.05% | 121 |
|
2022
Q3 | $81K | Hold |
400
| – | – | 0.05% | 130 |
|
2022
Q2 | $77K | Hold |
400
| – | – | 0.04% | 145 |
|
2022
Q1 | $82K | Buy |
+400
| New | +$82K | 0.05% | 147 |
|