AEPWM
Atlantic Edge Private Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
5,461
-67
| -1% | -$21.9K | 0.49% | 51 |
|
|
2025
Q1 | $1.73M | Buy |
5,528
+45
| +0.8% | +$14.1K | 0.53% | 48 |
|
|
2024
Q4 | $1.91M | Sell |
5,483
-20
| -0.4% | -$6.97K | 0.59% | 45 |
|
|
2024
Q3 | $1.78M | Buy |
5,503
+130
| +2% | +$42.1K | 0.54% | 46 |
|
|
2024
Q2 | $1.49M | Buy |
5,373
+35
| +0.7% | +$9.69K | 0.5% | 52 |
|
|
2024
Q1 | $1.57M | Buy |
5,338
+373
| +8% | +$110K | 0.54% | 44 |
|
|
2023
Q4 | $1.19M | Buy |
+4,965
| New | +$1.19M | 0.48% | 55 |
|