GWMIA
Global Wealth Management Investment Advisory’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-580
| Closed | -$202K | – | 143 |
|
|
2024
Q4 | $202K | Buy |
+580
| New | +$202K | 0.04% | 136 |
|
|
2024
Q1 | – | Sell |
-580
| Closed | -$139K | – | 198 |
|
|
2023
Q4 | $139K | Sell |
580
-20
| -3% | -$4.79K | 0.04% | 141 |
|
|
2023
Q3 | $137K | Hold |
600
| – | – | 0.04% | 142 |
|
|
2023
Q2 | $147K | Buy |
+600
| New | +$147K | 0.04% | 142 |
|
|
2022
Q3 | – | Sell |
-155
| Closed | -$30K | – | 206 |
|
|
2022
Q2 | $30K | Hold |
155
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $32K | Buy |
155
+15
| +11% | +$3.1K | 0.01% | 222 |
|
|
2021
Q4 | $31K | Buy |
140
+40
| +40% | +$8.86K | 0.01% | 226 |
|
|
2021
Q3 | $22K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $26K | Hold |
100
| – | – | 0.01% | 230 |
|
|
2020
Q4 | $23K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $21K | Hold |
100
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 288 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | 0.01% | 288 |
|
|
2019
Q4 | $18K | Sell |
100
-12
| -11% | -$2.16K | 0.01% | 273 |
|
|
2019
Q3 | $18K | Sell |
112
-59
| -35% | -$9.48K | 0.01% | 259 |
|
|
2019
Q2 | $29K | Buy |
171
+59
| +53% | +$10K | 0.01% | 225 |
|
|
2019
Q1 | $18K | Hold |
112
| – | – | 0.01% | 317 |
|
|
2018
Q4 | $15K | Buy |
+112
| New | +$15K | 0.01% | 327 |
|