Wealthfront Advisers’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.76M | Buy |
11,493
+705
| +7% | +$231K | 0.01% | 432 |
|
2025
Q1 | $3.38M | Buy |
10,788
+161
| +2% | +$50.5K | 0.01% | 429 |
|
2024
Q4 | $3.7M | Buy |
10,627
+393
| +4% | +$137K | 0.01% | 391 |
|
2024
Q3 | $3.31M | Sell |
10,234
-376
| -4% | -$122K | 0.01% | 392 |
|
2024
Q2 | $2.94M | Buy |
10,610
+812
| +8% | +$225K | 0.01% | 389 |
|
2024
Q1 | $2.89M | Buy |
9,798
+78
| +0.8% | +$23K | 0.01% | 396 |
|
2023
Q4 | $2.33M | Sell |
9,720
-1,771
| -15% | -$424K | 0.01% | 431 |
|
2023
Q3 | $2.63M | Sell |
11,491
-925
| -7% | -$211K | 0.01% | 377 |
|
2023
Q2 | $3.04M | Sell |
12,416
-784
| -6% | -$192K | 0.01% | 320 |
|
2023
Q1 | $3.15M | Buy |
13,200
+5,558
| +73% | +$1.33M | 0.01% | 299 |
|
2022
Q4 | $1.85M | Buy |
7,642
+196
| +3% | +$47.5K | 0.01% | 418 |
|
2022
Q3 | $1.52M | Buy |
7,446
+2,143
| +40% | +$436K | 0.01% | 417 |
|
2022
Q2 | $1.03M | Sell |
5,303
-6,438
| -55% | -$1.25M | 0.01% | 485 |
|
2022
Q1 | $2.41M | Buy |
11,741
+6,464
| +122% | +$1.33M | 0.01% | 360 |
|
2021
Q4 | $1.15M | Buy |
5,277
+21
| +0.4% | +$4.58K | ﹤0.01% | 482 |
|
2021
Q3 | $1.18M | Sell |
5,256
-42
| -0.8% | -$9.43K | 0.01% | 452 |
|
2021
Q2 | $1.29M | Sell |
5,298
-280
| -5% | -$68.3K | 0.01% | 394 |
|
2021
Q1 | $1.45M | Buy |
5,578
+293
| +6% | +$75.9K | 0.01% | 330 |
|
2020
Q4 | $1.2M | Buy |
5,285
+102
| +2% | +$23.2K | 0.01% | 335 |
|
2020
Q3 | $1.09M | Buy |
5,183
+356
| +7% | +$75.1K | 0.01% | 309 |
|
2020
Q2 | $836K | Buy |
4,827
+2,328
| +93% | +$403K | 0.01% | 343 |
|
2020
Q1 | $338K | Sell |
2,499
-2,552
| -51% | -$345K | ﹤0.01% | 381 |
|
2019
Q4 | $904K | Buy |
5,051
+706
| +16% | +$126K | 0.01% | 339 |
|
2019
Q3 | $707K | Buy |
4,345
+448
| +11% | +$72.9K | 0.01% | 344 |
|
2019
Q2 | $668K | Buy |
3,897
+235
| +6% | +$40.3K | 0.01% | 347 |
|
2019
Q1 | $578K | Buy |
3,662
+676
| +23% | +$107K | 0.01% | 347 |
|
2018
Q4 | $399K | Buy |
+2,986
| New | +$399K | ﹤0.01% | 367 |
|