EWM
EPG Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,757
| Closed | -$551K | – | 328 |
|
|
2025
Q1 | $551K | Buy |
1,757
+9
| +0.5% | +$2.82K | 0.15% | 155 |
|
|
2024
Q4 | $609K | Sell |
1,748
-246
| -12% | -$85.8K | 0.16% | 146 |
|
|
2024
Q3 | $646K | Buy |
+1,994
| New | +$646K | 0.16% | 142 |
|
|
2024
Q2 | – | Sell |
-2,077
| Closed | -$612K | – | 155 |
|
|
2024
Q1 | $612K | Sell |
2,077
-77
| -4% | -$22.7K | 0.15% | 154 |
|
|
2023
Q4 | $548K | Sell |
2,154
-782
| -27% | -$199K | 0.14% | 152 |
|
|
2023
Q3 | $671K | Buy |
2,936
+74
| +3% | +$16.9K | 0.2% | 126 |
|
|
2023
Q2 | $702K | Buy |
2,862
+19
| +0.7% | +$4.66K | 0.21% | 118 |
|
|
2023
Q1 | $679K | Buy |
2,843
+14
| +0.5% | +$3.35K | 0.21% | 109 |
|
|
2022
Q4 | $685K | Buy |
2,829
+16
| +0.6% | +$3.88K | 0.26% | 91 |
|
|
2022
Q3 | $573K | Sell |
2,813
-35
| -1% | -$7.13K | 0.24% | 95 |
|
|
2022
Q2 | $551K | Sell |
2,848
-800
| -22% | -$155K | 0.24% | 93 |
|
|
2022
Q1 | $748K | Buy |
3,648
+1,397
| +62% | +$286K | 0.26% | 80 |
|
|
2021
Q4 | $491K | Buy |
2,251
+26
| +1% | +$5.67K | 0.17% | 120 |
|
|
2021
Q3 | $500K | Buy |
2,225
+308
| +16% | +$69.2K | 0.2% | 106 |
|
|
2021
Q2 | $467K | Buy |
1,917
+15
| +0.8% | +$3.65K | 0.2% | 110 |
|
|
2021
Q1 | $493K | Buy |
+1,902
| New | +$493K | 0.24% | 97 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 242 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 724 |
|