IHT Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,178
+470
| +13% | +$154K | 0.04% | 419 |
|
|
2025
Q1 | $1.16M | Buy |
3,708
+94
| +3% | +$29.5K | 0.04% | 431 |
|
|
2024
Q4 | $1.26M | Sell |
3,614
-3,475
| -49% | -$1.21M | 0.04% | 379 |
|
|
2024
Q3 | $2.3M | Buy |
7,089
+1,711
| +32% | +$555K | 0.07% | 281 |
|
|
2024
Q2 | $1.49M | Buy |
5,378
+1,106
| +26% | +$306K | 0.06% | 334 |
|
|
2024
Q1 | $1.26M | Sell |
4,272
-1,544
| -27% | -$455K | 0.05% | 359 |
|
|
2023
Q4 | $1.39M | Buy |
5,816
+113
| +2% | +$27.1K | 0.06% | 303 |
|
|
2023
Q3 | $1.3M | Buy |
5,703
+623
| +12% | +$142K | 0.07% | 287 |
|
|
2023
Q2 | $1.25M | Buy |
5,080
+462
| +10% | +$113K | 0.06% | 284 |
|
|
2023
Q1 | $1.1M | Buy |
4,618
+11
| +0.2% | +$2.63K | 0.06% | 287 |
|
|
2022
Q4 | $1.12M | Buy |
4,607
+112
| +2% | +$27.1K | 0.07% | 280 |
|
|
2022
Q3 | $915K | Buy |
4,495
+1,795
| +66% | +$365K | 0.07% | 303 |
|
|
2022
Q2 | $523K | Buy |
2,700
+2
| +0.1% | +$387 | 0.05% | 380 |
|
|
2022
Q1 | $553K | Sell |
2,698
-93
| -3% | -$19.1K | 0.04% | 389 |
|
|
2021
Q4 | $609K | Sell |
2,791
-76
| -3% | -$16.6K | 0.04% | 381 |
|
|
2021
Q3 | $644K | Buy |
2,867
+4
| +0.1% | +$899 | 0.05% | 347 |
|
|
2021
Q2 | $698K | Sell |
2,863
-76
| -3% | -$18.5K | 0.04% | 415 |
|
|
2021
Q1 | $761K | Buy |
2,939
+62
| +2% | +$16.1K | 0.05% | 336 |
|
|
2020
Q4 | $653K | Buy |
2,877
+177
| +7% | +$40.2K | 0.05% | 329 |
|
|
2020
Q3 | $570K | Buy |
2,700
+388
| +17% | +$81.9K | 0.06% | 320 |
|
|
2020
Q2 | $401K | Sell |
2,312
-32
| -1% | -$5.55K | 0.05% | 333 |
|
|
2020
Q1 | $317K | Sell |
2,344
-471
| -17% | -$63.7K | 0.05% | 384 |
|
|
2019
Q4 | $504K | Buy |
2,815
+97
| +4% | +$17.4K | 0.06% | 323 |
|
|
2019
Q3 | $442K | Buy |
2,718
+55
| +2% | +$8.94K | 0.06% | 340 |
|
|
2019
Q2 | $456K | Buy |
2,663
+24
| +0.9% | +$4.11K | 0.07% | 304 |
|
|
2019
Q1 | $417K | Buy |
2,639
+220
| +9% | +$34.8K | 0.07% | 297 |
|
|
2018
Q4 | $323K | Buy |
2,419
+189
| +8% | +$25.2K | 0.06% | 314 |
|
|
2018
Q3 | $326K | Buy |
2,230
+71
| +3% | +$10.4K | 0.07% | 299 |
|
|
2018
Q2 | $287K | Sell |
2,159
-333
| -13% | -$44.3K | 0.07% | 315 |
|
|
2018
Q1 | $396K | Sell |
2,492
-115
| -4% | -$18.3K | 0.11% | 221 |
|
|
2017
Q4 | $475K | Buy |
2,607
+706
| +37% | +$129K | 0.13% | 206 |
|
|
2017
Q3 | $326K | Buy |
1,901
+26
| +1% | +$4.46K | 0.14% | 173 |
|
|
2017
Q2 | $457 | Sell |
1,875
-74
| -4% | -$18 | 0.22% | 111 |
|
|
2017
Q1 | $292K | Buy |
1,949
+173
| +10% | +$25.9K | 0.19% | 128 |
|
|
2016
Q4 | $248K | Buy |
+1,776
| New | +$248K | 0.19% | 133 |
|