Dogwood 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 | $4.63K | Buy |
14
+6
| +75% | +$1.98K | ﹤0.01% | 452 |
|
2025
Q1 | $2.51K | Buy |
+8
| New | +$2.51K | ﹤0.01% | 310 |
|
2024
Q4 | – | Hold |
0
| – | -$6 | – | 357 |
|
2024
Q3 | – | Hold |
0
| – | -$5 | – | 297 |
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 349 |
|
2024
Q1 | – | Hold |
0
| – | -$6 | – | 340 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 355 |
|