Tradition 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
$311K Sell
950
-219
-19% -$71.7K 0.02% 346
2025
Q1
$367K Buy
1,169
+22
+2% +$6.9K 0.03% 303
2024
Q4
$400K Sell
1,147
-9
-0.8% -$3.14K 0.04% 280
2024
Q3
$374K Buy
1,156
+4
+0.3% +$1.3K 0.03% 288
2024
Q2
$319K Buy
1,152
+6
+0.5% +$1.66K 0.03% 303
2024
Q1
$338K Sell
1,146
-2
-0.2% -$589 0.03% 287
2023
Q4
$275K Buy
1,148
+31
+3% +$7.43K 0.03% 283
2023
Q3
$255K Buy
1,117
+141
+14% +$32.2K 0.03% 274
2023
Q2
$239K Sell
976
-200
-17% -$49K 0.03% 280
2023
Q1
$281K Buy
1,176
+444
+61% +$106K 0.04% 248
2022
Q4
$177K Buy
732
+161
+28% +$38.9K 0.03% 280
2022
Q3
$116K Buy
571
+2
+0.4% +$406 0.02% 337
2022
Q2
$110K Buy
569
+345
+154% +$66.7K 0.02% 340
2022
Q1
$46K Buy
+224
New +$46K 0.01% 532