Prestige Wealth Management Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9K | Hold |
18
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $5.64K | Hold |
18
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $6.28K | Hold |
18
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $5.83K | Hold |
18
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $4.99K | Hold |
18
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $5.3K | Hold |
18
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $4.31K | Hold |
18
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $4.11K | Hold |
18
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $4.41K | Hold |
18
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $4.3K | Buy |
18
+3
| +20% | +$717 | ﹤0.01% | 608 |
|
|
2022
Q4 | $3.63K | Hold |
15
| – | – | ﹤0.01% | 696 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $3K | Sell |
15
-3
| -17% | -$600 | ﹤0.01% | 675 |
|
|
2022
Q1 | $4K | Sell |
18
-20
| -53% | -$4.44K | ﹤0.01% | 656 |
|
|
2021
Q4 | $8K | Hold |
38
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $9K | Hold |
38
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $9K | Hold |
38
| – | – | ﹤0.01% | 490 |
|
|
2021
Q1 | $10K | Hold |
38
| – | – | ﹤0.01% | 479 |
|
|
2020
Q4 | $9K | Buy |
38
+23
| +153% | +$5.45K | ﹤0.01% | 467 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 612 |
|
|
2020
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 593 |
|
|
2020
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 616 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | -$3K | – | 618 |
|
|
2018
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 704 |
|