MWM
Moran Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,910
| Closed | -$5.89M | – | 452 |
|
|
2024
Q4 | $5.89M | Sell |
16,910
-117
| -0.7% | -$40.8K | 0.19% | 147 |
|
|
2024
Q3 | $5.51M | Sell |
17,027
-3,069
| -15% | -$994K | 0.17% | 162 |
|
|
2024
Q2 | $5.57M | Buy |
20,096
+8,375
| +71% | +$2.32M | 0.18% | 159 |
|
|
2024
Q1 | $3.45M | Buy |
11,721
+31
| +0.3% | +$9.13K | 0.11% | 208 |
|
|
2023
Q4 | $2.8M | Sell |
11,690
-486
| -4% | -$116K | 0.1% | 225 |
|
|
2023
Q3 | $2.78M | Buy |
12,176
+211
| +2% | +$48.2K | 0.11% | 193 |
|
|
2023
Q2 | $2.93M | Sell |
11,965
-1,546
| -11% | -$379K | 0.11% | 195 |
|
|
2023
Q1 | $3.23M | Buy |
13,511
+3,111
| +30% | +$743K | 0.12% | 185 |
|
|
2022
Q4 | $2.52M | Buy |
+10,400
| New | +$2.52M | 0.1% | 197 |
|