Daymark 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 | $2.42M | Sell |
7,386
-295
| -4% | -$96.6K | 0.09% | 166 |
|
|
2025
Q1 | $2.41M | Buy |
7,681
+787
| +11% | +$247K | 0.1% | 151 |
|
|
2024
Q4 | $2.4M | Sell |
6,894
-167
| -2% | -$58.2K | 0.1% | 152 |
|
|
2024
Q3 | $2.29M | Buy |
7,061
+1,149
| +19% | +$372K | 0.1% | 157 |
|
|
2024
Q2 | $1.64M | Buy |
5,912
+18
| +0.3% | +$4.99K | 0.08% | 176 |
|
|
2024
Q1 | $1.74M | Sell |
5,894
-35
| -0.6% | -$10.3K | 0.09% | 141 |
|
|
2023
Q4 | $1.42M | Buy |
5,929
+3,082
| +108% | +$738K | 0.09% | 153 |
|
|
2023
Q3 | $650K | Buy |
2,847
+707
| +33% | +$162K | 0.04% | 215 |
|
|
2023
Q2 | $525K | Buy |
2,140
+145
| +7% | +$35.5K | 0.04% | 231 |
|
|
2023
Q1 | $477K | Hold |
1,995
| – | – | 0.06% | 190 |
|
|
2022
Q4 | $483K | Buy |
+1,995
| New | +$483K | 0.09% | 151 |
|