Barlow Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,320
| Closed | -$12.4M | – | 135 |
|
|
2025
Q1 | $12.4M | Sell |
42,320
-5,108
| -11% | -$1.5M | 1.63% | 29 |
|
|
2024
Q4 | $17.1M | Buy |
47,428
+1,162
| +3% | +$419K | 2.17% | 19 |
|
|
2024
Q3 | $15.3M | Sell |
46,266
-10,521
| -19% | -$3.49M | 2.01% | 20 |
|
|
2024
Q2 | $16M | Sell |
56,787
-9,650
| -15% | -$2.72M | 2.21% | 17 |
|
|
2024
Q1 | $19.8M | Buy |
66,437
+1,678
| +3% | +$501K | 2.7% | 8 |
|
|
2023
Q4 | $15.5M | Buy |
+64,759
| New | +$15.5M | 2.21% | 18 |
|