Private 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 | $39.6K | Buy |
121
+3
| +3% | +$983 | 0.01% | 197 |
|
|
2025
Q1 | $37K | Hold |
118
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $41.1K | Hold |
118
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $38.2K | Buy |
118
+1
| +0.9% | +$324 | 0.02% | 192 |
|
|
2024
Q2 | $32.4K | Hold |
117
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $34.5K | Buy |
117
+9
| +8% | +$2.65K | 0.02% | 198 |
|
|
2023
Q4 | $25.9K | Buy |
+108
| New | +$25.9K | 0.01% | 233 |
|