Paladin Advisory 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 | $94.3K | Hold |
288
| – | – | 0.07% | 116 |
|
|
2025
Q1 | $90.3K | Hold |
288
| – | – | 0.07% | 119 |
|
|
2024
Q4 | $100K | Hold |
288
| – | – | 0.08% | 113 |
|
|
2024
Q3 | $93.3K | Hold |
288
| – | – | 0.07% | 117 |
|
|
2024
Q2 | $78.4K | Hold |
288
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $84.8K | Hold |
288
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $69K | Hold |
288
| – | – | 0.06% | 128 |
|
|
2023
Q3 | $65.8K | Hold |
288
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $70.6K | Hold |
288
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $68.8K | Buy |
+288
| New | +$68.8K | 0.06% | 140 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 47 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 47 |
|
|
2022
Q2 | – | Sell |
-288
| Closed | -$57K | – | 48 |
|
|
2022
Q1 | $57K | Buy |
+288
| New | +$57K | 0.05% | 159 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 45 |
|