CTWM
Cherry Tree Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62K | Sell |
8
-33
| -80% | -$10.8K | ﹤0.01% | 517 |
|
|
2025
Q1 | $12.9K | Hold |
41
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $14.3K | Hold |
41
| – | – | ﹤0.01% | 373 |
|
|
2024
Q3 | $13.3K | Hold |
41
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $11.4K | Buy |
41
+33
| +413% | +$9.14K | ﹤0.01% | 379 |
|
|
2024
Q1 | $2.36K | Hold |
8
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $1.92K | Hold |
8
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $1.83K | Hold |
8
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $1.96K | Buy |
+8
| New | +$1.96K | ﹤0.01% | 493 |
|