Independent Solutions 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 | $1.02M | Sell |
3,100
-50
| -2% | -$16.4K | 0.2% | 107 |
|
|
2025
Q1 | $987K | Sell |
3,150
-148
| -4% | -$46.4K | 0.22% | 108 |
|
|
2024
Q4 | $1.15M | Hold |
3,298
| – | – | 0.25% | 104 |
|
|
2024
Q3 | $1.07M | Sell |
3,298
-284
| -8% | -$92K | 0.24% | 95 |
|
|
2024
Q2 | $992K | Sell |
3,582
-82
| -2% | -$22.7K | 0.23% | 100 |
|
|
2024
Q1 | $1.08M | Sell |
3,664
-20
| -0.5% | -$5.89K | 0.26% | 95 |
|
|
2023
Q4 | $883K | Sell |
3,684
-175
| -5% | -$41.9K | 0.23% | 103 |
|
|
2023
Q3 | $882K | Sell |
3,859
-315
| -8% | -$72K | 0.23% | 97 |
|
|
2023
Q2 | $1.02M | Sell |
4,174
-208
| -5% | -$51K | 0.26% | 89 |
|
|
2023
Q1 | $1.05M | Hold |
4,382
| – | – | 0.31% | 82 |
|
|
2022
Q4 | $1.06M | Sell |
4,382
-48
| -1% | -$11.6K | 0.32% | 78 |
|
|
2022
Q3 | $902K | Sell |
4,430
-105
| -2% | -$21.4K | 0.3% | 78 |
|
|
2022
Q2 | $878K | Buy |
4,535
+115
| +3% | +$22.3K | 0.27% | 80 |
|
|
2022
Q1 | $907K | Buy |
4,420
+102
| +2% | +$20.9K | 0.21% | 90 |
|
|
2021
Q4 | $942K | Buy |
4,318
+678
| +19% | +$148K | 0.22% | 95 |
|
|
2021
Q3 | $817K | Buy |
3,640
+1,191
| +49% | +$267K | 0.2% | 101 |
|
|
2021
Q2 | $597K | Buy |
2,449
+148
| +6% | +$36.1K | 0.14% | 127 |
|
|
2021
Q1 | $596K | Sell |
2,301
-287
| -11% | -$74.4K | 0.16% | 107 |
|
|
2020
Q4 | $588K | Sell |
2,588
-265
| -9% | -$60.2K | 0.18% | 97 |
|
|
2020
Q3 | $602K | Sell |
2,853
-580
| -17% | -$122K | 0.23% | 85 |
|
|
2020
Q2 | $595K | Sell |
3,433
-47
| -1% | -$8.14K | 0.25% | 80 |
|
|
2020
Q1 | $471K | Buy |
3,480
+527
| +18% | +$71.3K | 0.26% | 73 |
|
|
2019
Q4 | $528K | Buy |
+2,953
| New | +$528K | 0.23% | 86 |
|