West 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 | $41.3K | Hold |
126
| – | – | 0.01% | 109 |
|
|
2025
Q1 | $39.5K | Hold |
126
| – | – | 0.01% | 106 |
|
|
2024
Q4 | $43.9K | Hold |
126
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $40.8K | Hold |
126
| – | – | 0.01% | 95 |
|
|
2024
Q2 | $34.9K | Hold |
126
| – | – | 0.01% | 89 |
|
|
2024
Q1 | $37.1K | Hold |
126
| – | – | 0.01% | 90 |
|
|
2023
Q4 | $30.2K | Hold |
126
| – | – | 0.01% | 94 |
|
|
2023
Q3 | $28.8K | Hold |
126
| – | – | 0.01% | 92 |
|
|
2023
Q2 | $30.9K | Hold |
126
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $30.1K | Hold |
126
| – | – | 0.01% | 91 |
|
|
2022
Q4 | $30.5K | Hold |
126
| – | – | 0.01% | 89 |
|
|
2022
Q3 | $26K | Buy |
+126
| New | +$26K | 0.01% | 118 |
|