SA
SRN Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Buy |
3,031
+178
| +6% | +$58.3K | 0.9% | 41 |
|
|
2025
Q1 | $894K | Sell |
2,853
-89
| -3% | -$27.9K | 1% | 33 |
|
|
2024
Q4 | $1.03M | Sell |
2,942
-660
| -18% | -$230K | 0.91% | 51 |
|
|
2024
Q3 | $1.17M | Sell |
3,602
-151
| -4% | -$48.9K | 1.03% | 37 |
|
|
2024
Q2 | $1.04M | Hold |
3,753
| – | – | 0.86% | 50 |
|
|
2024
Q1 | $1.11M | Buy |
3,753
+178
| +5% | +$52.4K | 0.86% | 60 |
|
|
2023
Q4 | $856K | Buy |
+3,575
| New | +$856K | 0.77% | 71 |
|