Beaird Harris 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 | $34.1K | Buy |
104
+6
| +6% | +$1.97K | ﹤0.01% | 289 |
|
|
2025
Q1 | $30.7K | Hold |
98
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $34.2K | Buy |
+98
| New | +$34.2K | ﹤0.01% | 263 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$884 | – | 729 |
|
|
2024
Q1 | $884 | Hold |
3
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $719 | Buy |
+3
| New | +$719 | ﹤0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$6.3K | – | 531 |
|
|
2022
Q4 | $6.3K | Buy |
+26
| New | +$6.3K | ﹤0.01% | 380 |
|