Sage Mountain Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,172
+166
| +17% | +$54.4K | 0.03% | 282 |
|
|
2025
Q1 | $315K | Sell |
1,006
-74
| -7% | -$23.2K | 0.02% | 295 |
|
|
2024
Q4 | $377K | Buy |
1,080
+122
| +13% | +$42.5K | 0.03% | 254 |
|
|
2024
Q3 | $310K | Buy |
958
+120
| +14% | +$38.9K | 0.03% | 281 |
|
|
2024
Q2 | $232K | Buy |
838
+121
| +17% | +$33.5K | 0.02% | 309 |
|
|
2024
Q1 | $211K | Buy |
+717
| New | +$211K | 0.02% | 308 |
|