KWM
Kingsview Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,235
-176
| -4% | -$57.6K | 0.02% | 502 |
|
|
2025
Q1 | $1.38M | Buy |
4,411
+30
| +0.7% | +$9.4K | 0.03% | 467 |
|
|
2024
Q4 | $1.53M | Sell |
4,381
-9,721
| -69% | -$3.39M | 0.03% | 454 |
|
|
2024
Q3 | $4.57M | Buy |
14,102
+545
| +4% | +$176K | 0.1% | 210 |
|
|
2024
Q2 | $3.75M | Buy |
13,557
+10,095
| +292% | +$2.8M | 0.09% | 216 |
|
|
2024
Q1 | $1.02M | Buy |
3,462
+1,087
| +46% | +$320K | 0.03% | 493 |
|
|
2023
Q4 | $569K | Sell |
2,375
-36
| -1% | -$8.62K | 0.02% | 607 |
|
|
2023
Q3 | $551K | Buy |
2,411
+148
| +7% | +$33.8K | 0.02% | 596 |
|
|
2023
Q2 | $555K | Buy |
2,263
+10
| +0.4% | +$2.45K | 0.02% | 562 |
|
|
2023
Q1 | $538K | Sell |
2,253
-1,402
| -38% | -$335K | 0.02% | 553 |
|
|
2022
Q4 | $885K | Buy |
3,655
+1,234
| +51% | +$299K | 0.04% | 368 |
|
|
2022
Q3 | $493K | Buy |
2,421
+364
| +18% | +$74.1K | 0.02% | 509 |
|
|
2022
Q2 | $398K | Sell |
2,057
-590
| -22% | -$114K | 0.02% | 585 |
|
|
2022
Q1 | $543K | Sell |
2,647
-217
| -8% | -$44.5K | 0.02% | 551 |
|
|
2021
Q4 | $625K | Buy |
2,864
+930
| +48% | +$203K | 0.03% | 512 |
|
|
2021
Q3 | $434K | Sell |
1,934
-162
| -8% | -$36.4K | 0.02% | 586 |
|
|
2021
Q2 | $507K | Sell |
2,096
-1,786
| -46% | -$432K | 0.03% | 550 |
|
|
2021
Q1 | $1M | Buy |
+3,882
| New | +$1M | 0.06% | 330 |
|
|
2018
Q1 | – | Sell |
-1,436
| Closed | -$254K | – | 314 |
|
|
2017
Q4 | $254K | Buy |
+1,436
| New | +$254K | 0.09% | 265 |
|