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Mindset Wealth Management’s Cummins CMI Stock Holding History

Mindset Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$712K Buy
2,175
+85
+4% +$27.8K 0.23% 51
2025
Q1 		$655K Buy
2,090
+14
+0.7% +$4.39K 0.26% 47
2024
Q4 		$724K Buy
2,076
+35
+2% +$12.2K 0.26% 33
2024
Q3 		$661K Buy
+2,041
New +$661K 0.27% 37