WPA
West Paces Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
1,476
+91
| +7% | +$29.8K | 0.1% | 91 |
|
|
2025
Q1 | $434K | Hold |
1,385
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $483K | Hold |
1,385
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $448K | Buy |
1,385
+1,335
| +2,670% | +$432K | 0.11% | 94 |
|
|
2024
Q2 | $13.8K | Hold |
50
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $14.7K | Sell |
50
-18
| -26% | -$5.3K | ﹤0.01% | 333 |
|
|
2023
Q4 | $16.3K | Hold |
68
| – | – | ﹤0.01% | 320 |
|
|
2023
Q3 | $15.5K | Hold |
68
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $16.7K | Hold |
68
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $16.2K | Hold |
68
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $16.5K | Hold |
68
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $13.8K | Hold |
68
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $13.2K | Hold |
68
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $13.9K | Hold |
68
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $14.8K | Sell |
68
-28
| -29% | -$6.11K | ﹤0.01% | 343 |
|
|
2021
Q3 | $21.6K | Hold |
96
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $23.4K | Hold |
96
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $24.9K | Hold |
96
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $21.8K | Hold |
96
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $20.3K | Hold |
96
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $16.6K | Hold |
96
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $13K | Hold |
96
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $17.2K | Hold |
96
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $15.6K | Hold |
96
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $16.4K | Hold |
96
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $15.2K | Hold |
96
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $12.8K | Hold |
96
| – | – | 0.01% | 289 |
|
|
2018
Q3 | $14K | Hold |
96
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $12.8K | Hold |
96
| – | – | 0.01% | 300 |
|
|
2018
Q1 | $15.6K | Hold |
96
| – | – | 0.01% | 273 |
|
|
2017
Q4 | $17K | Sell |
96
-20
| -17% | -$3.53K | 0.01% | 281 |
|
|
2017
Q3 | $19.5K | Hold |
116
| – | – | 0.01% | 263 |
|
|
2017
Q2 | $18.8K | Hold |
116
| – | – | 0.01% | 259 |
|
|
2017
Q1 | $17.5K | Hold |
116
| – | – | 0.01% | 265 |
|
|
2016
Q4 | $15.9K | Buy |
+116
| New | +$15.9K | 0.01% | 277 |
|