Stone Summit Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
9,876
+207
| +2% | +$67.8K | 1% | 35 |
|
|
2025
Q1 | $3.03M | Buy |
9,669
+230
| +2% | +$72.1K | 1.03% | 32 |
|
|
2024
Q4 | $3.29M | Sell |
9,439
-234
| -2% | -$81.6K | 1.1% | 28 |
|
|
2024
Q3 | $3.13M | Sell |
9,673
-37
| -0.4% | -$12K | 1.01% | 34 |
|
|
2024
Q2 | $2.69M | Buy |
9,710
+515
| +6% | +$143K | 0.96% | 35 |
|
|
2024
Q1 | $2.71M | Sell |
9,195
-105
| -1% | -$30.9K | 0.94% | 37 |
|
|
2023
Q4 | $2.23M | Sell |
9,300
-50
| -0.5% | -$12K | 0.85% | 41 |
|
|
2023
Q3 | $2.14M | Buy |
9,350
+1,735
| +23% | +$396K | 0.92% | 37 |
|
|
2023
Q2 | $1.87M | Sell |
7,615
-91
| -1% | -$22.3K | 0.77% | 45 |
|
|
2023
Q1 | $1.84M | Sell |
7,706
-60
| -0.8% | -$14.3K | 0.82% | 43 |
|
|
2022
Q4 | $1.88M | Buy |
7,766
+580
| +8% | +$141K | 0.92% | 36 |
|
|
2022
Q3 | $1.46M | Buy |
7,186
+517
| +8% | +$105K | 0.9% | 41 |
|
|
2022
Q2 | $1.29M | Sell |
6,669
-137
| -2% | -$26.5K | 0.77% | 48 |
|
|
2022
Q1 | $1.36M | Buy |
6,806
+3,655
| +116% | +$731K | 0.76% | 43 |
|
|
2021
Q4 | $679K | Buy |
+3,151
| New | +$679K | 0.55% | 63 |
|