PDS Planning’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
844
-12
| -1% | -$3.93K | 0.02% | 377 |
|
|
2025
Q1 | $268K | Buy |
856
+78
| +10% | +$24.4K | 0.02% | 351 |
|
|
2024
Q4 | $271K | Buy |
778
+9
| +1% | +$3.14K | 0.02% | 319 |
|
|
2024
Q3 | $249K | Buy |
769
+6
| +0.8% | +$1.94K | 0.02% | 349 |
|
|
2024
Q2 | $211K | Buy |
763
+3
| +0.4% | +$831 | 0.02% | 347 |
|
|
2024
Q1 | $224K | Buy |
+760
| New | +$224K | 0.02% | 338 |
|