Spire 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 | $183K | Sell |
560
-124
| -18% | -$40.6K | 0.01% | 785 |
|
|
2025
Q1 | $214K | Sell |
684
-10
| -1% | -$3.14K | 0.01% | 806 |
|
|
2024
Q4 | $242K | Buy |
694
+26
| +4% | +$9.06K | 0.01% | 769 |
|
|
2024
Q3 | $216K | Buy |
668
+50
| +8% | +$16.2K | 0.01% | 709 |
|
|
2024
Q2 | $171K | Sell |
618
-340
| -35% | -$94.2K | 0.01% | 751 |
|
|
2024
Q1 | $282K | Sell |
958
-17
| -2% | -$5.01K | 0.01% | 679 |
|
|
2023
Q4 | $223K | Sell |
975
-195
| -17% | -$44.7K | 0.01% | 728 |
|
|
2023
Q3 | $267K | Sell |
1,170
-87
| -7% | -$19.9K | 0.01% | 618 |
|
|
2023
Q2 | $308K | Sell |
1,257
-2
| -0.2% | -$490 | 0.01% | 609 |
|
|
2023
Q1 | $301K | Buy |
1,259
+107
| +9% | +$25.6K | 0.01% | 615 |
|
|
2022
Q4 | $279K | Buy |
1,152
+209
| +22% | +$50.6K | 0.02% | 476 |
|
|
2022
Q3 | $192K | Sell |
943
-580
| -38% | -$118K | 0.01% | 538 |
|
|
2022
Q2 | $295K | Sell |
1,523
-397
| -21% | -$76.9K | 0.01% | 639 |
|
|
2022
Q1 | $394K | Sell |
1,920
-951
| -33% | -$195K | 0.01% | 639 |
|
|
2021
Q4 | $621K | Buy |
2,871
+1,079
| +60% | +$233K | 0.01% | 617 |
|
|
2021
Q3 | $403K | Sell |
1,792
-33,409
| -95% | -$7.51M | 0.01% | 664 |
|
|
2021
Q2 | $8.6M | Buy |
35,201
+1,060
| +3% | +$259K | 0.23% | 118 |
|
|
2021
Q1 | $8.78M | Buy |
+34,141
| New | +$8.78M | 0.23% | 114 |
|