HB 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 | $2.1M | Buy |
6,399
+205
| +3% | +$67.1K | 0.02% | 356 |
|
|
2025
Q1 | $1.94M | Buy |
6,194
+3,240
| +110% | +$1.02M | 0.02% | 382 |
|
|
2024
Q4 | $1.03M | Sell |
2,954
-115
| -4% | -$40.1K | 0.01% | 408 |
|
|
2024
Q3 | $994K | Buy |
3,069
+239
| +8% | +$77.4K | 0.01% | 394 |
|
|
2024
Q2 | $784K | Buy |
2,830
+232
| +9% | +$64.3K | 0.01% | 420 |
|
|
2024
Q1 | $766K | Buy |
2,598
+101
| +4% | +$29.8K | 0.01% | 395 |
|
|
2023
Q4 | $598K | Sell |
2,497
-259
| -9% | -$62.1K | 0.01% | 410 |
|
|
2023
Q3 | $630K | Buy |
2,756
+532
| +24% | +$122K | 0.01% | 378 |
|
|
2023
Q2 | $545K | Buy |
2,224
+490
| +28% | +$120K | 0.01% | 395 |
|
|
2023
Q1 | $414K | Buy |
1,734
+32
| +2% | +$7.64K | 0.01% | 457 |
|
|
2022
Q4 | $412K | Buy |
1,702
+88
| +5% | +$21.3K | 0.01% | 437 |
|
|
2022
Q3 | $328K | Buy |
1,614
+430
| +36% | +$87.4K | 0.01% | 419 |
|
|
2022
Q2 | $229K | Buy |
1,184
+109
| +10% | +$21.1K | ﹤0.01% | 510 |
|
|
2022
Q1 | $220K | Buy |
+1,075
| New | +$220K | ﹤0.01% | 539 |
|