Westside Investment Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
116
+16
| +16% | +$5.25K | 0.01% | 507 |
|
|
2025
Q1 | $31.3K | Sell |
100
-30
| -23% | -$9.4K | 0.01% | 479 |
|
|
2024
Q4 | $45.3K | Hold |
130
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $42.1K | Hold |
130
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $36K | Hold |
130
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $38.3K | Hold |
130
| – | – | 0.01% | 415 |
|
|
2023
Q4 | $31.1K | Hold |
130
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $29.7K | Hold |
130
| – | – | 0.01% | 427 |
|
|
2023
Q2 | $31.9K | Hold |
130
| – | – | 0.01% | 423 |
|
|
2023
Q1 | $31.1K | Hold |
130
| – | – | 0.01% | 429 |
|
|
2022
Q4 | $31 | Hold |
130
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $26 | Hold |
130
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $25 | Hold |
130
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $26 | Hold |
130
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $28 | Hold |
130
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $29 | Hold |
130
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $31 | Hold |
130
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $33 | Hold |
130
| – | – | ﹤0.01% | 405 |
|
|
2020
Q4 | $29 | Hold |
130
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $27 | Hold |
130
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $22 | Sell |
130
-500
| -79% | -$85 | ﹤0.01% | 388 |
|
|
2020
Q1 | $85 | Buy |
+630
| New | +$85 | ﹤0.01% | 289 |
|
|
2019
Q2 | $22 | Buy |
+130
| New | +$22 | ﹤0.01% | 384 |
|
|
2018
Q4 | $17.4K | Hold |
130
| – | – | 0.01% | 390 |
|
|
2018
Q3 | $19.2K | Buy |
130
+100
| +333% | +$14.8K | 0.01% | 364 |
|
|
2018
Q2 | $3.97K | Sell |
30
-94
| -76% | -$12.4K | ﹤0.01% | 706 |
|
|
2018
Q1 | $19.7K | Hold |
124
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $22.6K | Sell |
124
-10
| -7% | -$1.82K | 0.01% | 385 |
|
|
2017
Q3 | $23K | Buy |
134
+15
| +13% | +$2.58K | 0.01% | 366 |
|
|
2017
Q2 | $19.6K | Hold |
119
| – | – | 0.01% | 389 |
|
|
2017
Q1 | $17.8K | Buy |
119
+3
| +3% | +$449 | 0.01% | 375 |
|
|
2016
Q4 | $16.3K | Buy |
+116
| New | +$16.3K | 0.01% | 308 |
|