NewEdge Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
834
-47
| -5% | -$18.1K | 0.01% | 815 |
|
|
2025
Q1 | $276K | Buy |
881
+128
| +17% | +$40.1K | 0.01% | 790 |
|
|
2024
Q4 | $262K | Buy |
+753
| New | +$262K | ﹤0.01% | 798 |
|
|
2024
Q2 | – | Sell |
-1,030
| Closed | -$289K | – | 773 |
|
|
2024
Q1 | $289K | Buy |
+1,030
| New | +$289K | 0.01% | 675 |
|
|
2021
Q2 | – | Sell |
-1,233
| Closed | -$319K | – | 282 |
|
|
2021
Q1 | $319K | Buy |
+1,233
| New | +$319K | 0.03% | 253 |
|