SW
SkyOak Wealth’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
1,800
| – | – | 0.12% | 114 |
|
|
2025
Q1 | $564K | Hold |
1,800
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $627K | Hold |
1,800
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $583K | Hold |
1,800
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $498K | Buy |
1,800
+300
| +20% | +$83.1K | 0.12% | 116 |
|
|
2024
Q1 | $442K | Hold |
1,500
| – | – | 0.11% | 133 |
|
|
2023
Q4 | $359K | Hold |
1,500
| – | – | 0.09% | 149 |
|
|
2023
Q3 | $343K | Buy |
+1,500
| New | +$343K | 0.1% | 142 |
|
|
2020
Q1 | – | Sell |
-2,811
| Closed | -$503K | – | 231 |
|
|
2019
Q4 | $503K | Buy |
+2,811
| New | +$503K | 0.16% | 152 |
|