Beverly Hills Private Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
1,151
-89
| -7% | -$29.2K | 0.07% | 217 |
|
|
2025
Q1 | $389K | Buy |
1,240
+4
| +0.3% | +$1.25K | 0.08% | 208 |
|
|
2024
Q4 | $431K | Sell |
1,236
-34
| -3% | -$11.9K | 0.09% | 192 |
|
|
2024
Q3 | $411K | Sell |
1,270
-210
| -14% | -$68K | 0.08% | 211 |
|
|
2024
Q2 | $410K | Sell |
1,480
-114
| -7% | -$31.6K | 0.09% | 214 |
|
|
2024
Q1 | $470K | Sell |
1,594
-100
| -6% | -$29.5K | 0.11% | 201 |
|
|
2023
Q4 | $406K | Buy |
1,694
+4
| +0.2% | +$958 | 0.11% | 205 |
|
|
2023
Q3 | $386K | Sell |
1,690
-1,716
| -50% | -$392K | 0.11% | 193 |
|
|
2023
Q2 | $806K | Buy |
3,406
+1,694
| +99% | +$401K | 0.13% | 166 |
|
|
2023
Q1 | $409K | Buy |
1,712
+84
| +5% | +$20.1K | 0.13% | 178 |
|
|
2022
Q4 | $394K | Buy |
+1,628
| New | +$394K | 0.17% | 131 |
|