Angeles Wealth 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 | $683K | Buy |
2,086
+4
| +0.2% | +$1.31K | 0.05% | 147 |
|
|
2025
Q1 | $653K | Sell |
2,082
-156
| -7% | -$48.9K | 0.05% | 122 |
|
|
2024
Q4 | $780K | Buy |
2,238
+1,201
| +116% | +$419K | 0.06% | 111 |
|
|
2024
Q3 | $336K | Buy |
1,037
+3
| +0.3% | +$971 | 0.03% | 181 |
|
|
2024
Q2 | $286K | Buy |
1,034
+54
| +6% | +$15K | 0.03% | 187 |
|
|
2024
Q1 | $289K | Sell |
980
-25
| -2% | -$7.37K | 0.03% | 177 |
|
|
2023
Q4 | $241K | Buy |
+1,005
| New | +$241K | 0.03% | 177 |
|