Sweeney & Michel’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
1,030
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $275K | Buy |
+1,030
| New | +$275K | 0.12% | 100 |
|
|
2024
Q3 | $345K | Buy |
1,030
+1
| +0.1% | +$335 | 0.14% | 94 |
|
|
2024
Q2 | $277K | Hold |
1,029
| – | – | 0.12% | 97 |
|
|
2024
Q1 | $304K | Buy |
+1,029
| New | +$304K | 0.13% | 91 |
|
|
2023
Q3 | $224K | Hold |
1,029
| – | – | 0.12% | 98 |
|
|
2023
Q2 | $245K | Hold |
1,029
| – | – | 0.13% | 94 |
|
|
2023
Q1 | $229K | Buy |
+1,029
| New | +$229K | 0.12% | 97 |
|