Axxcess Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
17,182
-3,750
| -18% | -$1.23M | 0.13% | 135 |
|
|
2025
Q1 | $6.56M | Buy |
20,932
+15,134
| +261% | +$4.74M | 0.17% | 107 |
|
|
2024
Q4 | $2.02M | Buy |
5,798
+3,314
| +133% | +$1.16M | 0.05% | 269 |
|
|
2024
Q3 | $804K | Buy |
2,484
+1,499
| +152% | +$485K | 0.02% | 439 |
|
|
2024
Q2 | $273K | Buy |
+985
| New | +$273K | 0.01% | 687 |
|