Pacific Capital Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-152
| Closed | -$53K | – | 143 |
|
|
2024
Q4 | $53K | Hold |
152
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $49.2K | Hold |
152
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $42.1K | Sell |
152
-9
| -6% | -$2.49K | 0.01% | 169 |
|
|
2024
Q1 | $47.4K | Sell |
161
-2
| -1% | -$589 | 0.01% | 139 |
|
|
2023
Q4 | $39.1K | Buy |
+163
| New | +$39.1K | 0.01% | 149 |
|