RWA 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
$716K Hold
2,186
0.01% 374
2025
Q1
$685K Sell
2,186
-87
-4% -$27.3K 0.01% 369
2024
Q4
$792K Sell
2,273
-70
-3% -$24.4K 0.01% 359
2024
Q3
$759K Sell
2,343
-96
-4% -$31.1K 0.01% 355
2024
Q2
$675K Buy
2,439
+49
+2% +$13.6K 0.01% 355
2024
Q1
$704K Sell
2,390
-21
-0.9% -$6.19K 0.01% 350
2023
Q4
$578K Buy
+2,411
New +$578K 0.01% 365
2018
Q3
Sell
-329
Closed -$44K 320
2018
Q2
$44K Hold
329
﹤0.01% 430
2018
Q1
$53K Buy
+329
New +$53K 0.01% 327