Premier Path 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 | $482K | Buy |
1,473
+111
| +8% | +$36.4K | 0.07% | 253 |
|
|
2025
Q1 | $427K | Sell |
1,362
-6
| -0.4% | -$1.88K | 0.07% | 250 |
|
|
2024
Q4 | $477K | Buy |
1,368
+75
| +6% | +$26.1K | 0.07% | 239 |
|
|
2024
Q3 | $419K | Buy |
1,293
+68
| +6% | +$22K | 0.07% | 253 |
|
|
2024
Q2 | $339K | Buy |
+1,225
| New | +$339K | 0.06% | 276 |
|
|
2024
Q1 | – | Sell |
-1,108
| Closed | -$265K | – | 347 |
|
|
2023
Q4 | $265K | Buy |
+1,108
| New | +$265K | 0.06% | 278 |
|