Plante Moran Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8K | Sell |
100
-58
| -37% | -$19K | ﹤0.01% | 403 |
|
|
2025
Q1 | $49.5K | Hold |
158
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $55.1K | Hold |
158
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $51.2K | Hold |
158
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $43.8K | Hold |
158
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $46.6K | Buy |
158
+58
| +58% | +$17.1K | 0.01% | 355 |
|
|
2023
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $22.8K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $24.5K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $23.9K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $24.2K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $19K | Sell |
100
-100
| -50% | -$19K | ﹤0.01% | 472 |
|
|
2022
Q1 | $41K | Sell |
200
-12
| -6% | -$2.46K | 0.01% | 361 |
|
|
2021
Q4 | $46K | Sell |
212
-77
| -27% | -$16.7K | 0.01% | 382 |
|
|
2021
Q3 | $65K | Buy |
289
+89
| +45% | +$20K | 0.01% | 331 |
|
|
2021
Q2 | $49K | Buy |
200
+100
| +100% | +$24.5K | 0.01% | 374 |
|
|
2021
Q1 | $26K | Hold |
100
| – | – | 0.01% | 493 |
|
|
2020
Q4 | $23K | Sell |
100
-25
| -20% | -$5.75K | 0.01% | 499 |
|
|
2020
Q3 | $26K | Buy |
+125
| New | +$26K | 0.01% | 437 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$6K | – | 848 |
|
|
2019
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 589 |
|
|
2018
Q3 | $6K | Buy |
38
+1
| +3% | +$158 | ﹤0.01% | 564 |
|
|
2018
Q2 | $5K | Buy |
37
+10
| +37% | +$1.35K | ﹤0.01% | 626 |
|
|
2018
Q1 | $4K | Sell |
27
-17
| -39% | -$2.52K | ﹤0.01% | 748 |
|
|
2017
Q4 | $8K | Buy |
44
+17
| +63% | +$3.09K | ﹤0.01% | 623 |
|
|
2017
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 648 |
|
|
2017
Q2 | $4K | Sell |
27
-36
| -57% | -$5.33K | ﹤0.01% | 686 |
|
|
2017
Q1 | $10K | Buy |
63
+20
| +47% | +$3.18K | 0.01% | 571 |
|
|
2016
Q4 | $6K | Buy |
43
+16
| +59% | +$2.23K | ﹤0.01% | 668 |
|
|
2016
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 772 |
|
|
2016
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 710 |
|
|
2016
Q1 | $3K | Sell |
27
-127
| -82% | -$14.1K | ﹤0.01% | 648 |
|
|
2015
Q4 | $14K | Buy |
154
+93
| +152% | +$8.46K | 0.01% | 510 |
|
|
2015
Q3 | $7K | Sell |
61
-35
| -36% | -$4.02K | 0.01% | 526 |
|
|
2015
Q2 | $13K | Sell |
96
-100
| -51% | -$13.5K | 0.01% | 480 |
|
|
2015
Q1 | $27K | Buy |
196
+100
| +104% | +$13.8K | 0.02% | 362 |
|
|
2014
Q4 | $14K | Hold |
96
| – | – | 0.01% | 467 |
|
|
2014
Q3 | $13K | Hold |
96
| – | – | 0.01% | 481 |
|
|
2014
Q2 | $15K | Sell |
96
-79
| -45% | -$12.3K | 0.01% | 428 |
|
|
2014
Q1 | $26K | Sell |
175
-379
| -68% | -$56.3K | 0.03% | 226 |
|
|
2013
Q4 | $78K | Buy |
554
+379
| +217% | +$53.4K | 0.04% | 173 |
|
|
2013
Q3 | $23K | Hold |
175
| – | – | 0.01% | 274 |
|
|
2013
Q2 | $19K | Buy |
+175
| New | +$19K | 0.01% | 251 |
|