Trifecta Capital Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95K | Hold |
9
| – | – | ﹤0.01% | 305 |
|
2025
Q1 | $2.82K | Hold |
9
| – | – | ﹤0.01% | 275 |
|
2024
Q4 | $3.14K | Hold |
9
| – | – | ﹤0.01% | 260 |
|
2024
Q3 | $2.92K | Hold |
9
| – | – | ﹤0.01% | 275 |
|
2024
Q2 | $2.49K | Hold |
9
| – | – | ﹤0.01% | 286 |
|
2024
Q1 | $2.65K | Hold |
9
| – | – | ﹤0.01% | 276 |
|
2023
Q4 | $2.16K | Hold |
9
| – | – | ﹤0.01% | 319 |
|
2023
Q3 | $2.06K | Hold |
9
| – | – | ﹤0.01% | 306 |
|
2023
Q2 | $2.21K | Hold |
9
| – | – | ﹤0.01% | 293 |
|
2023
Q1 | $2.15K | Hold |
9
| – | – | ﹤0.01% | 297 |
|
2022
Q4 | $2.18K | Buy |
+9
| New | +$2.18K | ﹤0.01% | 288 |
|