Zullo Investment Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Buy |
821
+46
| +6% | +$15.1K | 0.11% | 127 |
|
2025
Q1 | $243K | Sell |
775
-15
| -2% | -$4.71K | 0.1% | 129 |
|
2024
Q4 | $276K | Buy |
790
+2
| +0.3% | +$698 | 0.11% | 127 |
|
2024
Q3 | $255K | Buy |
788
+1
| +0.1% | +$324 | 0.11% | 131 |
|
2024
Q2 | $218K | Hold |
787
| – | – | 0.1% | 143 |
|
2024
Q1 | $232K | Buy |
+787
| New | +$232K | 0.11% | 140 |
|
2023
Q3 | – | Sell |
-854
| Closed | -$209K | – | 140 |
|
2023
Q2 | $209K | Buy |
+854
| New | +$209K | 0.12% | 131 |
|
2023
Q1 | – | Sell |
-845
| Closed | -$205K | – | 235 |
|
2022
Q4 | $205K | Sell |
845
-45
| -5% | -$10.9K | 0.13% | 130 |
|
2022
Q3 | $181K | Sell |
890
-110
| -11% | -$22.4K | 0.12% | 139 |
|
2022
Q2 | $194K | Buy |
1,000
+120
| +14% | +$23.3K | 0.12% | 139 |
|
2022
Q1 | $180K | Sell |
880
-395
| -31% | -$80.8K | 0.09% | 163 |
|
2021
Q4 | $278K | Buy |
+1,275
| New | +$278K | 0.14% | 127 |
|