Smith Salley 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 | $481K | Sell |
1,470
-78
| -5% | -$25.5K | 0.03% | 174 |
|
|
2025
Q1 | $485K | Buy |
1,548
+78
| +5% | +$24.4K | 0.03% | 172 |
|
|
2024
Q4 | $512K | Sell |
1,470
-148
| -9% | -$51.6K | 0.03% | 170 |
|
|
2024
Q3 | $524K | Buy |
1,618
+83
| +5% | +$26.9K | 0.03% | 172 |
|
|
2024
Q2 | $425K | Buy |
1,535
+131
| +9% | +$36.3K | 0.03% | 176 |
|
|
2024
Q1 | $414K | Sell |
1,404
-11
| -0.8% | -$3.24K | 0.03% | 178 |
|
|
2023
Q4 | $339K | Buy |
+1,415
| New | +$339K | 0.02% | 203 |
|
|
2016
Q2 | – | Sell |
-15,466
| Closed | -$1.7M | – | 162 |
|
|
2016
Q1 | $1.7M | Buy |
15,466
+162
| +1% | +$17.8K | 0.43% | 69 |
|
|
2015
Q4 | $1.35M | Buy |
+15,304
| New | +$1.35M | 0.34% | 84 |
|
|
2015
Q1 | – | Sell |
-1,417
| Closed | -$204K | – | 167 |
|
|
2014
Q4 | $204K | Buy |
+1,417
| New | +$204K | 0.05% | 164 |
|
|
2014
Q3 | – | Sell |
-1,373
| Closed | -$212K | – | 178 |
|
|
2014
Q2 | $212K | Hold |
1,373
| – | – | 0.06% | 175 |
|
|
2014
Q1 | $205K | Buy |
+1,373
| New | +$205K | 0.13% | 108 |
|
|
2013
Q3 | – | Sell |
-3,006
| Closed | -$326K | – | 89 |
|
|
2013
Q2 | $326K | Buy |
+3,006
| New | +$326K | 0.26% | 65 |
|