Keystone Wealth Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
927
+4
| +0.4% | +$1.31K | 0.07% | 232 |
|
|
2025
Q1 | $289K | Sell |
923
-156
| -14% | -$48.9K | 0.08% | 213 |
|
|
2024
Q4 | $376K | Buy |
1,079
+4
| +0.4% | +$1.39K | 0.1% | 177 |
|
|
2024
Q3 | $348K | Buy |
1,075
+5
| +0.5% | +$1.62K | 0.1% | 186 |
|
|
2024
Q2 | $296K | Sell |
1,070
-31
| -3% | -$8.59K | 0.09% | 182 |
|
|
2024
Q1 | $324K | Buy |
1,101
+6
| +0.5% | +$1.77K | 0.11% | 163 |
|
|
2023
Q4 | $262K | Buy |
1,095
+6
| +0.6% | +$1.44K | 0.09% | 184 |
|
|
2023
Q3 | $249K | Sell |
1,089
-10
| -0.9% | -$2.28K | 0.09% | 175 |
|
|
2023
Q2 | $269K | Buy |
1,099
+8
| +0.7% | +$1.96K | 0.1% | 167 |
|
|
2023
Q1 | $261K | Sell |
1,091
-50
| -4% | -$11.9K | 0.11% | 165 |
|
|
2022
Q4 | $277K | Buy |
1,141
+4
| +0.4% | +$969 | 0.12% | 152 |
|
|
2022
Q3 | $231K | Buy |
1,137
+8
| +0.7% | +$1.63K | 0.11% | 144 |
|
|
2022
Q2 | $219K | Buy |
1,129
+7
| +0.6% | +$1.36K | 0.1% | 155 |
|
|
2022
Q1 | $230K | Buy |
1,122
+8
| +0.7% | +$1.64K | 0.09% | 160 |
|
|
2021
Q4 | $243K | Buy |
+1,114
| New | +$243K | 0.1% | 155 |
|