Graves Light Lenhart Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
663
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $208K | Buy |
663
+3
| +0.5% | +$940 | 0.03% | 177 |
|
|
2024
Q4 | $230K | Hold |
660
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $214K | Buy |
+660
| New | +$214K | 0.03% | 172 |
|
|
2022
Q3 | – | Sell |
-660
| Closed | -$128K | – | 245 |
|
|
2022
Q2 | $128K | Sell |
660
-34
| -5% | -$6.59K | 0.02% | 208 |
|
|
2022
Q1 | $142K | Hold |
694
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $151K | Sell |
694
-138
| -17% | -$30K | 0.02% | 226 |
|
|
2021
Q3 | $187K | Hold |
832
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $203K | Hold |
832
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $216K | Hold |
832
| – | – | 0.04% | 173 |
|
|
2020
Q4 | $189K | Buy |
+832
| New | +$189K | 0.04% | 172 |
|