Rise 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 | $30.5K | Buy |
93
+15
| +19% | +$4.92K | 0.01% | 342 |
|
|
2025
Q1 | $24.4K | Buy |
78
+3
| +4% | +$937 | 0.01% | 409 |
|
|
2024
Q4 | $26.3K | Hold |
75
| – | – | 0.01% | 469 |
|
|
2024
Q3 | $24.3K | Hold |
75
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $20.6K | Hold |
75
| – | – | 0.01% | 616 |
|
|
2024
Q1 | $22K | Buy |
+75
| New | +$22K | 0.01% | 587 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$5.02K | – | 703 |
|
|
2023
Q1 | $5.02K | Hold |
21
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $5.06K | Hold |
21
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $4K | Buy |
21
+1
| +5% | +$190 | ﹤0.01% | 466 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $4.43K | Buy |
+20
| New | +$4.43K | ﹤0.01% | 422 |
|