Stone House Investment Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3K | Buy |
31
+1
| +3% | +$332 | ﹤0.01% | 261 |
|
2025
Q1 | $9.53K | Buy |
+30
| New | +$9.53K | ﹤0.01% | 253 |
|
2024
Q4 | – | Sell |
-30
| Closed | -$9.85K | – | 109 |
|
2024
Q3 | $9.85K | Hold |
30
| – | – | ﹤0.01% | 224 |
|
2024
Q2 | $8.42K | Buy |
30
+10
| +50% | +$2.81K | ﹤0.01% | 236 |
|
2024
Q1 | $6.02K | Hold |
20
| – | – | ﹤0.01% | 278 |
|
2023
Q4 | $4.86K | Hold |
20
| – | – | ﹤0.01% | 212 |
|
2023
Q3 | $4.6K | Hold |
20
| – | – | ﹤0.01% | 205 |
|
2023
Q2 | $4.9K | Buy |
+20
| New | +$4.9K | ﹤0.01% | 204 |
|