Madison Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
819
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $257K | Buy |
819
+1
| +0.1% | +$313 | 0.06% | 128 |
|
|
2024
Q4 | $285K | Hold |
818
| – | – | 0.08% | 121 |
|
|
2024
Q3 | $265K | Hold |
818
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $226K | Hold |
818
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $241K | Buy |
+818
| New | +$241K | 0.09% | 110 |
|