United Capital Financial 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 | $1.05M | Sell |
3,205
-101
| -3% | -$33.1K | 0.01% | 579 |
|
|
2025
Q1 | $1.04M | Buy |
3,306
+452
| +16% | +$142K | 0.01% | 554 |
|
|
2024
Q4 | $995K | Sell |
2,854
-10
| -0.3% | -$3.49K | 0.01% | 544 |
|
|
2024
Q3 | $927K | Buy |
2,864
+35
| +1% | +$11.3K | 0.01% | 560 |
|
|
2024
Q2 | $783K | Buy |
2,829
+136
| +5% | +$37.7K | 0.01% | 584 |
|
|
2024
Q1 | $793K | Sell |
2,693
-2,117
| -44% | -$624K | 0.01% | 616 |
|
|
2023
Q4 | $1.15M | Buy |
4,810
+1,610
| +50% | +$386K | 0.01% | 521 |
|
|
2023
Q3 | $731K | Sell |
3,200
-1,355
| -30% | -$310K | ﹤0.01% | 569 |
|
|
2023
Q2 | $1.12M | Sell |
4,555
-192
| -4% | -$47.1K | 0.01% | 527 |
|
|
2023
Q1 | $1.13M | Sell |
4,747
-15
| -0.3% | -$3.58K | 0.01% | 547 |
|
|
2022
Q4 | $1.15M | Sell |
4,762
-923
| -16% | -$224K | 0.01% | 579 |
|
|
2022
Q3 | $1.16M | Buy |
5,685
+41
| +0.7% | +$8.34K | 0.01% | 582 |
|
|
2022
Q2 | $1.09M | Buy |
5,644
+25
| +0.4% | +$4.84K | 0.01% | 623 |
|
|
2022
Q1 | $1.15M | Sell |
5,619
-461
| -8% | -$94.5K | 0.01% | 629 |
|
|
2021
Q4 | $1.33M | Sell |
6,080
-603
| -9% | -$132K | 0.01% | 622 |
|
|
2021
Q3 | $1.5M | Sell |
6,683
-1,417
| -17% | -$318K | 0.01% | 579 |
|
|
2021
Q2 | $1.98M | Buy |
8,100
+626
| +8% | +$153K | 0.01% | 540 |
|
|
2021
Q1 | $1.94M | Sell |
7,474
-1,381
| -16% | -$358K | 0.01% | 514 |
|
|
2020
Q4 | $2.01M | Sell |
8,855
-449
| -5% | -$102K | 0.01% | 504 |
|
|
2020
Q3 | $1.97M | Sell |
9,304
-815
| -8% | -$172K | 0.01% | 498 |
|
|
2020
Q2 | $1.75M | Buy |
10,119
+784
| +8% | +$136K | 0.01% | 543 |
|
|
2020
Q1 | $1.26M | Sell |
9,335
-1,652
| -15% | -$224K | 0.01% | 579 |
|
|
2019
Q4 | $1.97M | Buy |
10,987
+1,981
| +22% | +$354K | 0.01% | 609 |
|
|
2019
Q3 | $1.47M | Sell |
9,006
-31,288
| -78% | -$5.09M | 0.01% | 644 |
|
|
2019
Q2 | $6.9M | Sell |
40,294
-1,561
| -4% | -$267K | 0.05% | 357 |
|
|
2019
Q1 | $6.61M | Buy |
41,855
+2,541
| +6% | +$401K | 0.05% | 356 |
|
|
2018
Q4 | $5.25M | Sell |
39,314
-18,605
| -32% | -$2.49M | 0.04% | 361 |
|
|
2018
Q3 | $8.46M | Buy |
57,919
+39,973
| +223% | +$5.84M | 0.06% | 334 |
|
|
2018
Q2 | $2.39M | Buy |
17,946
+55
| +0.3% | +$7.33K | 0.02% | 555 |
|
|
2018
Q1 | $2.9M | Buy |
17,891
+400
| +2% | +$64.8K | 0.02% | 503 |
|
|
2017
Q4 | $3.1M | Sell |
17,491
-54
| -0.3% | -$9.57K | 0.02% | 493 |
|
|
2017
Q3 | $2.95M | Buy |
17,545
+9,678
| +123% | +$1.63M | 0.03% | 492 |
|
|
2017
Q2 | $1.28M | Buy |
7,867
+1,581
| +25% | +$256K | 0.01% | 698 |
|
|
2017
Q1 | $950K | Sell |
6,286
-84
| -1% | -$12.7K | 0.01% | 760 |
|
|
2016
Q4 | $871K | Sell |
6,370
-2,057
| -24% | -$281K | 0.01% | 783 |
|
|
2016
Q3 | $1.08M | Buy |
8,427
+3,831
| +83% | +$491K | 0.01% | 752 |
|
|
2016
Q2 | $515K | Sell |
4,596
-1,193
| -21% | -$134K | 0.01% | 908 |
|
|
2016
Q1 | $636K | Sell |
5,789
-149
| -3% | -$16.4K | 0.01% | 811 |
|
|
2015
Q4 | $523K | Buy |
5,938
+1,118
| +23% | +$98.5K | 0.01% | 871 |
|
|
2015
Q3 | $523K | Buy |
4,820
+387
| +9% | +$42K | 0.01% | 882 |
|
|
2015
Q2 | $582K | Buy |
4,433
+664
| +18% | +$87.2K | 0.01% | 863 |
|
|
2015
Q1 | $521K | Buy |
3,769
+800
| +27% | +$111K | 0.01% | 882 |
|
|
2014
Q4 | $428K | Sell |
2,969
-247
| -8% | -$35.6K | 0.01% | 867 |
|
|
2014
Q3 | $424K | Buy |
+3,216
| New | +$424K | 0.01% | 832 |
|
|
2014
Q2 | – | Sell |
-3,250
| Closed | -$484K | – | 813 |
|
|
2014
Q1 | $484K | Buy |
+3,250
| New | +$484K | 0.01% | 640 |
|
|
2013
Q4 | – | Sell |
-1,634
| Closed | -$217K | – | 657 |
|
|
2013
Q3 | $217K | Buy |
+1,634
| New | +$217K | 0.01% | 618 |
|