Segment Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Hold |
2,487
| – | – | 0.05% | 177 |
|
|
2025
Q1 | $780K | Hold |
2,487
| – | – | 0.05% | 171 |
|
|
2024
Q4 | $867K | Hold |
2,487
| – | – | 0.06% | 160 |
|
|
2024
Q3 | $805K | Sell |
2,487
-2
| -0.1% | -$648 | 0.06% | 158 |
|
|
2024
Q2 | $689K | Sell |
2,489
-2
| -0.1% | -$554 | 0.05% | 166 |
|
|
2024
Q1 | $734K | Buy |
2,491
+6
| +0.2% | +$1.77K | 0.06% | 165 |
|
|
2023
Q4 | $595K | Buy |
+2,485
| New | +$595K | 0.05% | 168 |
|