Institute for Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
2,324
+13
| +0.6% | +$4.26K | 0.08% | 241 |
|
|
2025
Q1 | $724K | Hold |
2,311
| – | – | 0.09% | 239 |
|
|
2024
Q4 | $806K | Hold |
2,311
| – | – | 0.1% | 211 |
|
|
2024
Q3 | $748K | Sell |
2,311
-60
| -3% | -$19.4K | 0.09% | 225 |
|
|
2024
Q2 | $657K | Buy |
2,371
+4
| +0.2% | +$1.11K | 0.09% | 230 |
|
|
2024
Q1 | $697K | Buy |
2,367
+11
| +0.5% | +$3.24K | 0.09% | 223 |
|
|
2023
Q4 | $564K | Sell |
2,356
-28
| -1% | -$6.71K | 0.09% | 243 |
|
|
2023
Q3 | $545K | Sell |
2,384
-10
| -0.4% | -$2.29K | 0.1% | 238 |
|
|
2023
Q2 | $587K | Hold |
2,394
| – | – | 0.1% | 225 |
|
|
2023
Q1 | $572K | Sell |
2,394
-11
| -0.5% | -$2.63K | 0.11% | 236 |
|
|
2022
Q4 | $583K | Hold |
2,405
| – | – | 0.12% | 225 |
|
|
2022
Q3 | $489K | Buy |
2,405
+29
| +1% | +$5.9K | 0.11% | 240 |
|
|
2022
Q2 | $460K | Buy |
2,376
+91
| +4% | +$17.6K | 0.09% | 288 |
|
|
2022
Q1 | $469K | Sell |
2,285
-17
| -0.7% | -$3.49K | 0.08% | 302 |
|
|
2021
Q4 | $502K | Sell |
2,302
-29
| -1% | -$6.32K | 0.08% | 280 |
|
|
2021
Q3 | $523K | Sell |
2,331
-23
| -1% | -$5.16K | 0.09% | 263 |
|
|
2021
Q2 | $574K | Hold |
2,354
| – | – | 0.1% | 242 |
|
|
2021
Q1 | $610K | Sell |
2,354
-75
| -3% | -$19.4K | 0.12% | 217 |
|
|
2020
Q4 | $552K | Sell |
2,429
-178
| -7% | -$40.5K | 0.11% | 227 |
|
|
2020
Q3 | $550K | Buy |
2,607
+10
| +0.4% | +$2.11K | 0.13% | 205 |
|
|
2020
Q2 | $450K | Buy |
2,597
+9
| +0.3% | +$1.56K | 0.11% | 252 |
|
|
2020
Q1 | $350K | Hold |
2,588
| – | – | 0.11% | 249 |
|
|
2019
Q4 | $463K | Sell |
2,588
-46
| -2% | -$8.23K | 0.1% | 266 |
|
|
2019
Q3 | $428K | Hold |
2,634
| – | – | 0.11% | 264 |
|
|
2019
Q2 | $451K | Hold |
2,634
| – | – | 0.1% | 276 |
|
|
2019
Q1 | $416K | Buy |
+2,634
| New | +$416K | 0.09% | 281 |
|
|
2018
Q1 | – | Sell |
-2,410
| Closed | -$428K | – | 276 |
|
|
2017
Q4 | $428K | Buy |
+2,410
| New | +$428K | 0.1% | 251 |
|
|
2017
Q3 | – | Sell |
-2,411
| Closed | -$387K | – | 270 |
|
|
2017
Q2 | $387K | Buy |
+2,411
| New | +$387K | 0.11% | 269 |
|