Massachusetts Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
4,857
+135
| +3% | +$44.2K | 0.9% | 47 |
|
|
2025
Q1 | $1.48M | Sell |
4,722
-90
| -2% | -$28.2K | 1.01% | 41 |
|
|
2024
Q4 | $1.68M | Buy |
4,812
+30
| +0.6% | +$10.5K | 1.04% | 45 |
|
|
2024
Q3 | $1.55M | Buy |
4,782
+95
| +2% | +$30.8K | 0.98% | 44 |
|
|
2024
Q2 | $1.3M | Sell |
4,687
-100
| -2% | -$27.7K | 0.87% | 48 |
|
|
2024
Q1 | $1.41M | Buy |
4,787
+335
| +8% | +$98.7K | 0.99% | 45 |
|
|
2023
Q4 | $1.07M | Buy |
4,452
+142
| +3% | +$34K | 0.86% | 48 |
|
|
2023
Q3 | $985K | Buy |
4,310
+190
| +5% | +$43.4K | 0.9% | 46 |
|
|
2023
Q2 | $1.01M | Buy |
4,120
+120
| +3% | +$29.4K | 0.97% | 45 |
|
|
2023
Q1 | $956K | Sell |
4,000
-125
| -3% | -$29.9K | 0.99% | 44 |
|
|
2022
Q4 | $1.03M | Buy |
+4,125
| New | +$1.03M | 0.99% | 43 |
|