Osterweis 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 | $31.1K | Buy |
+95
| New | +$31.1K | ﹤0.01% | 242 |
|
|
2023
Q4 | – | Sell |
-138
| Closed | -$31.5K | – | 203 |
|
|
2023
Q3 | $31.5K | Hold |
138
| – | – | ﹤0.01% | 178 |
|
|
2023
Q2 | $33.8K | Hold |
138
| – | – | ﹤0.01% | 182 |
|
|
2023
Q1 | $33K | Hold |
138
| – | – | ﹤0.01% | 180 |
|
|
2022
Q4 | $33.4K | Buy |
+138
| New | +$33.4K | ﹤0.01% | 187 |
|