Obermeyer 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 | $229K | Buy |
+700
| New | +$229K | 0.01% | 255 |
|
|
2015
Q4 | – | Sell |
-3,400
| Closed | -$369K | – | 123 |
|
|
2015
Q3 | $369K | Sell |
3,400
-81,157
| -96% | -$8.81M | 0.04% | 85 |
|
|
2015
Q2 | $11.1M | Sell |
84,557
-39,697
| -32% | -$5.21M | 0.95% | 36 |
|
|
2015
Q1 | $17.2M | Sell |
124,254
-690
| -0.6% | -$95.7K | 1.41% | 27 |
|
|
2014
Q4 | $18M | Buy |
+124,944
| New | +$18M | 1.63% | 23 |
|