Sterling 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 | $363K | Buy |
+1,109
| New | +$363K | 0.12% | 71 |
|
|
2024
Q4 | $413K | Sell |
1,184
-18
| -1% | -$6.28K | 0.15% | 71 |
|
|
2024
Q3 | $389K | Buy |
1,202
+18
| +2% | +$5.83K | 0.15% | 78 |
|
|
2024
Q2 | $328K | Sell |
1,184
-7
| -0.6% | -$1.94K | 0.16% | 77 |
|
|
2024
Q1 | $351K | Hold |
1,191
| – | – | 0.17% | 72 |
|
|
2023
Q4 | $285K | Buy |
+1,191
| New | +$285K | 0.16% | 74 |
|