PFA
Pathway Financial Advisers’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Buy |
7,356
+114
| +2% | +$37.3K | 0.78% | 43 |
|
2025
Q1 | $2.27M | Sell |
7,242
-524
| -7% | -$164K | 0.78% | 43 |
|
2024
Q4 | $2.71M | Sell |
7,766
-2,524,103
| -100% | -$880M | 0.91% | 37 |
|
2024
Q3 | $7.82K | Buy |
2,531,869
+2,523,854
| +31,489% | +$7.8K | ﹤0.01% | 308 |
|
2024
Q2 | $2.2M | Sell |
8,015
-170
| -2% | -$46.7K | 0.79% | 41 |
|
2024
Q1 | $2.41M | Sell |
8,185
-73
| -0.9% | -$21.5K | 0.87% | 36 |
|
2023
Q4 | $1.98M | Buy |
8,258
+82
| +1% | +$19.6K | 0.75% | 45 |
|
2023
Q3 | $1.87M | Buy |
+8,176
| New | +$1.87M | 0.77% | 41 |
|
2023
Q1 | $1.92M | Buy |
8,016
+537
| +7% | +$128K | 0.77% | 47 |
|
2022
Q4 | $1.81M | Buy |
+7,479
| New | +$1.81M | 0.73% | 49 |
|