PWMAG
Pinnacle Wealth Management Advisory Group’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,525
-130
| -3% | -$42.6K | 0.12% | 112 |
|
|
2025
Q1 | $1.46M | Sell |
4,655
-18
| -0.4% | -$5.64K | 0.14% | 110 |
|
|
2024
Q4 | $1.63M | Sell |
4,673
-2
| -0% | -$697 | 0.15% | 105 |
|
|
2024
Q3 | $1.51M | Sell |
4,675
-25
| -0.5% | -$8.1K | 0.14% | 103 |
|
|
2024
Q2 | $1.3M | Sell |
4,700
-98
| -2% | -$27.1K | 0.13% | 114 |
|
|
2024
Q1 | $1.41M | Buy |
4,798
+25
| +0.5% | +$7.37K | 0.15% | 104 |
|
|
2023
Q4 | $1.14M | Sell |
4,773
-116
| -2% | -$27.8K | 0.13% | 112 |
|
|
2023
Q3 | $1.12M | Sell |
4,889
-124
| -2% | -$28.3K | 0.14% | 106 |
|
|
2023
Q2 | $1.23M | Sell |
5,013
-55
| -1% | -$13.5K | 0.15% | 104 |
|
|
2023
Q1 | $1.21M | Sell |
5,068
-3
| -0.1% | -$717 | 0.16% | 103 |
|
|
2022
Q4 | $1.23M | Buy |
5,071
+73
| +1% | +$17.7K | 0.18% | 102 |
|
|
2022
Q3 | $1.02M | Sell |
4,998
-444
| -8% | -$90.3K | 0.17% | 103 |
|
|
2022
Q2 | $1.05M | Buy |
5,442
+163
| +3% | +$31.5K | 0.17% | 102 |
|
|
2022
Q1 | $1.08M | Sell |
5,279
-88
| -2% | -$18.1K | 0.16% | 117 |
|
|
2021
Q4 | $1.17M | Sell |
5,367
-130
| -2% | -$28.4K | 0.19% | 107 |
|
|
2021
Q3 | $1.23M | Sell |
5,497
-55
| -1% | -$12.3K | 0.29% | 87 |
|
|
2021
Q2 | $1.35M | Sell |
5,552
-70
| -1% | -$17.1K | 0.32% | 79 |
|
|
2021
Q1 | $1.46M | Sell |
5,622
-60
| -1% | -$15.6K | 0.41% | 67 |
|
|
2020
Q4 | $1.29M | Sell |
5,682
-1,004
| -15% | -$228K | 0.39% | 68 |
|
|
2020
Q3 | $1.41M | Buy |
6,686
+2
| +0% | +$422 | 0.49% | 57 |
|
|
2020
Q2 | $1.16M | Sell |
6,684
-705
| -10% | -$122K | 0.43% | 65 |
|
|
2020
Q1 | $1M | Sell |
7,389
-319
| -4% | -$43.2K | 0.49% | 54 |
|
|
2019
Q4 | $1.38M | Sell |
7,708
-74
| -1% | -$13.2K | 0.52% | 57 |
|
|
2019
Q3 | $1.27M | Buy |
7,782
+310
| +4% | +$50.4K | 0.53% | 60 |
|
|
2019
Q2 | $1.28M | Sell |
7,472
-60
| -0.8% | -$10.3K | 0.54% | 58 |
|
|
2019
Q1 | $1.19M | Buy |
7,532
+576
| +8% | +$90.9K | 0.54% | 61 |
|
|
2018
Q4 | $930K | Buy |
6,956
+610
| +10% | +$81.6K | 0.5% | 67 |
|
|
2018
Q3 | $927K | Buy |
6,346
+310
| +5% | +$45.3K | 0.46% | 65 |
|
|
2018
Q2 | $803K | Buy |
6,036
+715
| +13% | +$95.1K | 0.43% | 69 |
|
|
2018
Q1 | $862K | Sell |
5,321
-34
| -0.6% | -$5.51K | 0.49% | 63 |
|
|
2017
Q4 | $946K | Buy |
5,355
+40
| +0.8% | +$7.07K | 0.52% | 61 |
|
|
2017
Q3 | $893K | Buy |
5,315
+170
| +3% | +$28.6K | 0.52% | 62 |
|
|
2017
Q2 | $835K | Buy |
5,145
+290
| +6% | +$47.1K | 0.52% | 65 |
|
|
2017
Q1 | $734K | Buy |
4,855
+95
| +2% | +$14.4K | 0.51% | 63 |
|
|
2016
Q4 | $651K | Buy |
4,760
+125
| +3% | +$17.1K | 0.47% | 64 |
|
|
2016
Q3 | $594K | Buy |
4,635
+270
| +6% | +$34.6K | 0.45% | 65 |
|
|
2016
Q2 | $491K | Buy |
4,365
+490
| +13% | +$55.1K | 0.39% | 72 |
|
|
2016
Q1 | $426K | Buy |
3,875
+755
| +24% | +$83K | 0.38% | 71 |
|
|
2015
Q4 | $275K | Sell |
3,120
-55
| -2% | -$4.85K | 0.25% | 84 |
|
|
2015
Q3 | $345K | Buy |
3,175
+825
| +35% | +$89.6K | 0.33% | 71 |
|
|
2015
Q2 | $308K | Sell |
2,350
-600
| -20% | -$78.6K | 0.29% | 82 |
|
|
2015
Q1 | $409K | Sell |
2,950
-375
| -11% | -$52K | 0.37% | 71 |
|
|
2014
Q4 | $479K | Buy |
+3,325
| New | +$479K | 0.45% | 65 |
|