Patrick M. Sweeney & Associates’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
2,061
+102
| +5% | +$33.8K | 0.47% | 50 |
|
|
2025
Q1 | $614K | Hold |
1,959
| – | – | 0.46% | 57 |
|
|
2024
Q4 | $683K | Sell |
1,959
-10
| -0.5% | -$3.49K | 0.51% | 50 |
|
|
2024
Q3 | $638K | Buy |
1,969
+13
| +0.7% | +$4.21K | 0.47% | 57 |
|
|
2024
Q2 | $542K | Hold |
1,956
| – | – | 0.44% | 59 |
|
|
2024
Q1 | $576K | Buy |
1,956
+46
| +2% | +$13.6K | 0.47% | 52 |
|
|
2023
Q4 | $458K | Buy |
+1,910
| New | +$458K | 0.42% | 64 |
|