Red Door Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
858
+73
| +9% | +$23.9K | 0.03% | 217 |
|
|
2025
Q1 | $246K | Sell |
785
-9
| -1% | -$2.82K | 0.04% | 200 |
|
|
2024
Q4 | $277K | Hold |
794
| – | – | 0.04% | 185 |
|
|
2024
Q3 | $257K | Hold |
794
| – | – | 0.04% | 188 |
|
|
2024
Q2 | $220K | Sell |
794
-55
| -6% | -$15.2K | 0.04% | 184 |
|
|
2024
Q1 | $250K | Buy |
+849
| New | +$250K | 0.05% | 168 |
|
|
2021
Q3 | – | Sell |
-509
| Closed | -$124K | – | 245 |
|
|
2021
Q2 | $124K | Buy |
+509
| New | +$124K | 0.05% | 185 |
|
|
2020
Q3 | – | Sell |
-509
| Closed | -$88K | – | 163 |
|
|
2020
Q2 | $88K | Hold |
509
| – | – | 0.06% | 149 |
|
|
2020
Q1 | $68K | Buy |
+509
| New | +$68K | 0.06% | 149 |
|