SSA
Sierra Summit Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
6,592
+141
| +2% | +$46.2K | 0.38% | 44 |
|
|
2025
Q1 | $2.02M | Sell |
6,451
-80
| -1% | -$25.1K | 0.44% | 46 |
|
|
2024
Q4 | $2.28M | Buy |
6,531
+81
| +1% | +$28.2K | 0.46% | 39 |
|
|
2024
Q3 | $2.09M | Buy |
6,450
+1,314
| +26% | +$425K | 0.48% | 41 |
|
|
2024
Q2 | $1.42M | Buy |
5,136
+553
| +12% | +$153K | 0.35% | 46 |
|
|
2024
Q1 | $1.35M | Sell |
4,583
-410
| -8% | -$121K | 0.37% | 43 |
|
|
2023
Q4 | $1.2M | Buy |
+4,993
| New | +$1.2M | 0.35% | 47 |
|