Congress 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 | $734K | Buy |
2,239
+571
| +34% | +$187K | 0.01% | 800 |
|
|
2025
Q1 | $526K | Buy |
1,668
+249
| +18% | +$78.5K | 0.01% | 805 |
|
|
2024
Q4 | $495K | Buy |
1,419
+604
| +74% | +$211K | 0.01% | 641 |
|
|
2024
Q3 | $264K | Buy |
+815
| New | +$264K | ﹤0.01% | 767 |
|
|
2024
Q2 | – | Sell |
-704
| Closed | -$208K | – | 715 |
|
|
2024
Q1 | $208K | Sell |
704
-136
| -16% | -$40.1K | ﹤0.01% | 570 |
|
|
2023
Q4 | $201K | Buy |
+840
| New | +$201K | ﹤0.01% | 595 |
|
|
2022
Q2 | – | Sell |
-993
| Closed | -$203K | – | 559 |
|
|
2022
Q1 | $203K | Sell |
993
-42
| -4% | -$8.59K | ﹤0.01% | 580 |
|
|
2021
Q4 | $225K | Buy |
+1,035
| New | +$225K | ﹤0.01% | 573 |
|