GeoWealth 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 | $999K | Sell |
3,050
-281
| -8% | -$92K | 0.04% | 256 |
|
|
2025
Q1 | $1.04M | Sell |
3,331
-335
| -9% | -$105K | 0.04% | 250 |
|
|
2024
Q4 | $1.28M | Buy |
3,666
+706
| +24% | +$246K | 0.04% | 254 |
|
|
2024
Q3 | $958K | Sell |
2,960
-277
| -9% | -$89.7K | 0.03% | 315 |
|
|
2024
Q2 | $896K | Buy |
3,237
+972
| +43% | +$269K | 0.04% | 292 |
|
|
2024
Q1 | $667K | Buy |
2,265
+1,451
| +178% | +$428K | 0.03% | 375 |
|
|
2023
Q4 | $194K | Buy |
814
+801
| +6,162% | +$191K | 0.02% | 511 |
|
|
2023
Q3 | $3K | Buy |
13
+1
| +8% | +$231 | ﹤0.01% | 465 |
|
|
2023
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 359 |
|