CWG
Cornerstone Wealth Group’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
35,012
+1,523
| +5% | +$499K | 0.86% | 25 |
|
|
2025
Q1 | $10.5M | Sell |
33,489
-1,413
| -4% | -$443K | 0.87% | 28 |
|
|
2024
Q4 | $12.2M | Buy |
34,902
+117
| +0.3% | +$40.8K | 0.99% | 19 |
|
|
2024
Q3 | $11.3M | Buy |
34,785
+187
| +0.5% | +$60.5K | 0.93% | 23 |
|
|
2024
Q2 | $9.58M | Buy |
34,598
+458
| +1% | +$127K | 0.85% | 26 |
|
|
2024
Q1 | $10.1M | Buy |
34,140
+11,647
| +52% | +$3.43M | 0.93% | 25 |
|
|
2023
Q4 | $5.39M | Buy |
+22,493
| New | +$5.39M | 0.77% | 34 |
|