Thrive 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 | $482K | Sell |
1,472
-173
| -11% | -$56.7K | 0.08% | 125 |
|
|
2025
Q1 | $516K | Buy |
1,645
+118
| +8% | +$37K | 0.1% | 112 |
|
|
2024
Q4 | $532K | Sell |
1,527
-118
| -7% | -$41.1K | 0.1% | 112 |
|
|
2024
Q3 | $533K | Sell |
1,645
-31
| -2% | -$10K | 0.1% | 109 |
|
|
2024
Q2 | $464K | Hold |
1,676
| – | – | 0.09% | 114 |
|
|
2024
Q1 | $494K | Sell |
1,676
-207
| -11% | -$61K | 0.1% | 107 |
|
|
2023
Q4 | $451K | Buy |
+1,883
| New | +$451K | 0.1% | 111 |
|