PWP
Precedent Wealth Partners’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
2,130
-3,211
| -60% | -$1.05M | 0.17% | 116 |
|
|
2025
Q1 | $1.67M | Buy |
5,341
+666
| +14% | +$209K | 0.46% | 61 |
|
|
2024
Q4 | $1.63M | Buy |
4,675
+136
| +3% | +$47.4K | 0.53% | 48 |
|
|
2024
Q3 | $1.47M | Buy |
4,539
+415
| +10% | +$134K | 0.48% | 55 |
|
|
2024
Q2 | $1.14M | Buy |
4,124
+223
| +6% | +$61.7K | 0.46% | 58 |
|
|
2024
Q1 | $1.15M | Buy |
3,901
+426
| +12% | +$126K | 0.49% | 46 |
|
|
2023
Q4 | $832K | Buy |
+3,475
| New | +$832K | 0.42% | 63 |
|