Perfromance Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $342K | Buy |
|
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $254K | Buy |
|