Cyndeo Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
1,071
-2
| -0.2% | -$655 | 0.02% | 358 |
|
|
2025
Q1 | $336K | Buy |
1,073
+9
| +0.8% | +$2.82K | 0.02% | 349 |
|
|
2024
Q4 | $371K | Buy |
1,064
+25
| +2% | +$8.72K | 0.03% | 339 |
|
|
2024
Q3 | $336K | Buy |
1,039
+2
| +0.2% | +$648 | 0.02% | 353 |
|
|
2024
Q2 | $287K | Buy |
+1,037
| New | +$287K | 0.02% | 339 |
|