Destination 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 | $239K | Sell |
730
-73
| -9% | -$23.9K | 0.01% | 229 |
|
|
2025
Q1 | $252K | Buy |
803
+102
| +15% | +$32K | 0.01% | 215 |
|
|
2024
Q4 | $244K | Hold |
701
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $227K | Buy |
+701
| New | +$227K | 0.01% | 214 |
|
|
2024
Q2 | – | Sell |
-700
| Closed | -$206K | – | 201 |
|
|
2024
Q1 | $206K | Buy |
+700
| New | +$206K | 0.01% | 201 |
|
|
2021
Q2 | – | Sell |
-774
| Closed | -$201K | – | 184 |
|
|
2021
Q1 | $201K | Buy |
+774
| New | +$201K | 0.01% | 176 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 585 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 587 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$16K | – | 542 |
|
|
2018
Q3 | $16K | Buy |
+110
| New | +$16K | ﹤0.01% | 419 |
|