Icon Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
1,851
+51
| +3% | +$16.7K | 0.04% | 234 |
|
|
2025
Q1 | $564K | Buy |
1,800
+240
| +15% | +$75.2K | 0.05% | 204 |
|
|
2024
Q4 | $544K | Buy |
1,560
+136
| +10% | +$47.4K | 0.04% | 203 |
|
|
2024
Q3 | $461K | Buy |
1,424
+96
| +7% | +$31.1K | 0.04% | 217 |
|
|
2024
Q2 | $388K | Buy |
1,328
+444
| +50% | +$130K | 0.03% | 243 |
|
|
2024
Q1 | $260K | Buy |
884
+286
| +48% | +$84.3K | 0.02% | 301 |
|
|
2023
Q4 | $143K | Buy |
+598
| New | +$143K | 0.01% | 365 |
|