Leo Wealth LLC’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
1,288
+126
| +11% | +$41.3K | 0.03% | 264 |
|
|
2025
Q1 | $364K | Sell |
1,162
-123
| -10% | -$38.6K | 0.05% | 200 |
|
|
2024
Q4 | $448K | Buy |
1,285
+128
| +11% | +$44.6K | 0.04% | 247 |
|
|
2024
Q3 | $375K | Buy |
1,157
+3
| +0.3% | +$972 | 0.03% | 255 |
|
|
2024
Q2 | $319K | Sell |
1,154
-75
| -6% | -$20.7K | 0.03% | 264 |
|
|
2024
Q1 | $362K | Buy |
1,229
+106
| +9% | +$31.2K | 0.04% | 246 |
|
|
2023
Q4 | $273K | Buy |
+1,123
| New | +$273K | 0.03% | 269 |
|