Winch Advisory Services’s Cummins CMI Stock Holding History

Winch Advisory Services’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27K	Buy	83 +1	+1%	+$326	0.01%	210
2025 Q1	$25.7K	Hold	82	–	–	0.01%	201
2024 Q4	$28.5K	Buy	82 +1	+1%	+$347	0.01%	201
2024 Q3	$26.3K	Hold	81	–	–	0.01%	197
2024 Q2	$22.4K	Buy	81 +1	+1%	+$276	0.01%	202
2024 Q1	$23.7K	Hold	80	–	–	0.01%	195
2023 Q4	$19.1K	Buy	80 +1	+1%	+$239	0.01%	207
2023 Q3	$18K	Hold	79	–	–	0.01%	206
2023 Q2	$19K	Buy	79 +1	+1%	+$241	0.01%	198
2023 Q1	$19K	Hold	78	–	–	0.01%	194
2022 Q4	$19K	Buy	78 +1	+1%	+$244	0.01%	187
2022 Q3	$16K	Hold	77	–	–	0.01%	185
2022 Q2	$15K	Buy	77 +1	+1%	+$195	0.01%	202
2022 Q1	$16K	Hold	76	–	–	0.01%	220
2021 Q4	$17K	Buy	76 +1	+1%	+$224	0.01%	223
2021 Q3	$17K	Hold	75	–	–	0.01%	224
2021 Q2	$18K	Buy	75 +1	+1%	+$240	0.01%	214
2021 Q1	$19K	Hold	74	–	–	0.01%	186
2020 Q4	$17K	Hold	74	–	–	0.01%	169
2020 Q3	$16K	Buy	74 +1	+1%	+$216	0.01%	162
2020 Q2	$13K	Hold	73	–	–	0.01%	172
2020 Q1	$10K	Buy	73 +1	+1%	+$137	0.01%	168
2019 Q4	$13K	Buy	72 +1	+1%	+$181	0.01%	186
2019 Q3	$12K	Hold	71	–	–	0.01%	177
2019 Q2	$12K	Buy	71 +1	+1%	+$169	0.01%	182
2019 Q1	$11K	Hold	70	–	–	0.01%	189
2018 Q4	$9K	Buy	70 +1	+1%	+$129	0.01%	182
2018 Q3	$10K	Hold	69	–	–	0.01%	178
2018 Q2	$9K	Sell	69 -5,384	-99%	-$702K	﹤0.01%	197
2018 Q1	$884K	Sell	5,453 -5,909	-52%	-$958K	0.52%	44
2017 Q4	$2.01M	Buy	11,362 +510	+5%	+$90.1K	1.21%	26
2017 Q3	$1.82M	Buy	10,852 +224	+2%	+$37.6K	1.19%	27
2017 Q2	$1.72M	Buy	10,628 +195	+2%	+$31.6K	1.08%	28
2017 Q1	$1.58M	Buy	+10,433	New	+$1.58M	1%	29
2015 Q3	–	Sell	-71	Closed	-$9K	–	240
2015 Q2	$9K	Hold	71	–	–	﹤0.01%	183
2015 Q1	$10K	Buy	+71	New	+$10K	0.01%	149
2014 Q4	–	Sell	-70	Closed	-$9K	–	62
2014 Q3	$9K	Sell	70 -11,582	-99%	-$1.49M	0.01%	141
2014 Q2	$1.8M	Buy	11,652 +7,323	+169%	+$1.13M	1.06%	30
2014 Q1	$645K	Buy	+4,329	New	+$645K	0.41%	52