Perfromance 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 | $344K | Hold |
1,050
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $329K | Sell |
1,050
-6
| -0.6% | -$1.88K | 0.01% | 126 |
|
|
2024
Q4 | $368K | Hold |
1,056
| – | – | 0.01% | 121 |
|
|
2024
Q3 | $342K | Buy |
1,056
+6
| +0.6% | +$1.94K | 0.01% | 129 |
|
|
2024
Q2 | $291K | Hold |
1,050
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $309K | Hold |
1,050
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $252K | Hold |
1,050
| – | – | 0.01% | 143 |
|
|
2023
Q3 | $240K | Hold |
1,050
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $255K | Hold |
1,050
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $251K | Hold |
1,050
| – | – | 0.01% | 160 |
|
|
2022
Q4 | $254K | Hold |
1,050
| – | – | 0.02% | 137 |
|
|
2022
Q3 | $214K | Hold |
1,050
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $203K | Sell |
1,050
-110
| -9% | -$21.3K | 0.01% | 161 |
|
|
2022
Q1 | $238K | Sell |
1,160
-3
| -0.3% | -$616 | 0.01% | 155 |
|
|
2021
Q4 | $254K | Buy |
+1,163
| New | +$254K | 0.01% | 154 |
|