Kingswood Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
1,508
-109
| -7% | -$35.7K | 0.04% | 417 |
|
|
2025
Q1 | $509K | Sell |
1,617
-1,123
| -41% | -$353K | 0.05% | 392 |
|
|
2024
Q4 | $955K | Sell |
2,740
-1,956
| -42% | -$682K | 0.07% | 283 |
|
|
2024
Q3 | $1.52M | Buy |
4,696
+43
| +0.9% | +$13.9K | 0.11% | 215 |
|
|
2024
Q2 | $1.29M | Buy |
4,653
+660
| +17% | +$183K | 0.12% | 189 |
|
|
2024
Q1 | $1.18M | Buy |
3,993
+55
| +1% | +$16.2K | 0.14% | 175 |
|
|
2023
Q4 | $943K | Buy |
3,938
+736
| +23% | +$176K | 0.11% | 203 |
|
|
2023
Q3 | $732K | Buy |
+3,202
| New | +$732K | 0.13% | 186 |
|