Retirement Guys Formula’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,327
+439
| +9% | +$144K | 0.66% | 51 |
|
|
2025
Q1 | $1.53M | Buy |
4,888
+219
| +5% | +$68.7K | 0.76% | 47 |
|
|
2024
Q4 | $1.63M | Sell |
4,669
-78
| -2% | -$27.2K | 0.82% | 36 |
|
|
2024
Q3 | $1.54M | Buy |
+4,747
| New | +$1.54M | 0.71% | 45 |
|
|
2022
Q4 | – | Sell |
-2,419
| Closed | -$492K | – | 118 |
|
|
2022
Q3 | $492K | Sell |
2,419
-101
| -4% | -$20.5K | 0.52% | 37 |
|
|
2022
Q2 | $488K | Buy |
2,520
+308
| +14% | +$59.6K | 0.5% | 46 |
|
|
2022
Q1 | $454K | Buy |
2,212
+341
| +18% | +$70K | 0.3% | 62 |
|
|
2021
Q4 | $408K | Buy |
+1,871
| New | +$408K | 0.32% | 63 |
|