JPWM
Jamison Private Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
1,801
+709
| +65% | +$232K | 0.08% | 136 |
|
|
2025
Q1 | $342K | Buy |
1,092
+90
| +9% | +$28.2K | 0.05% | 165 |
|
|
2024
Q4 | $349K | Buy |
1,002
+14
| +1% | +$4.88K | 0.05% | 168 |
|
|
2024
Q3 | $320K | Buy |
988
+596
| +152% | +$193K | 0.05% | 159 |
|
|
2024
Q2 | $109K | Buy |
392
+56
| +17% | +$15.5K | 0.02% | 213 |
|
|
2024
Q1 | $98.9K | Buy |
336
+7
| +2% | +$2.06K | 0.02% | 215 |
|
|
2023
Q4 | $78.9K | Buy |
329
+119
| +57% | +$28.5K | 0.01% | 214 |
|
|
2023
Q3 | $48K | Buy |
+210
| New | +$48K | 0.01% | 229 |
|