Pinnacle Wealth Planning Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
1,063
-110
| -9% | -$36K | 0.05% | 261 |
|
|
2025
Q1 | $368K | Buy |
1,173
+587
| +100% | +$184K | 0.06% | 220 |
|
|
2024
Q4 | $204K | Sell |
586
-447
| -43% | -$156K | 0.03% | 354 |
|
|
2024
Q3 | $335K | Hold |
1,033
| – | – | 0.05% | 272 |
|
|
2024
Q2 | $286K | Buy |
1,033
+50
| +5% | +$13.8K | 0.04% | 301 |
|
|
2024
Q1 | $290K | Sell |
983
-2
| -0.2% | -$589 | 0.04% | 306 |
|
|
2023
Q4 | $236K | Sell |
985
-3
| -0.3% | -$719 | 0.04% | 342 |
|
|
2023
Q3 | $226K | Hold |
988
| – | – | 0.04% | 330 |
|
|
2023
Q2 | $242K | Hold |
988
| – | – | 0.04% | 315 |
|
|
2023
Q1 | $236K | Sell |
988
-3
| -0.3% | -$717 | 0.04% | 330 |
|
|
2022
Q4 | $240K | Sell |
991
-5
| -0.5% | -$1.21K | 0.04% | 311 |
|
|
2022
Q3 | $203K | Buy |
+996
| New | +$203K | 0.04% | 330 |
|
|
2021
Q1 | – | Sell |
-524
| Closed | -$119K | – | 661 |
|
|
2020
Q4 | $119K | Buy |
+524
| New | +$119K | 0.03% | 402 |
|