TW
Transform Wealth’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.2M | Buy |
42,084
+3,800
| +10% | +$1.19M | 0.8% | 38 |
|
|
2024
Q4 | $13.3M | Buy |
38,284
+2,289
| +6% | +$798K | 0.74% | 36 |
|
|
2024
Q3 | $11.7M | Buy |
35,995
+730
| +2% | +$236K | 0.77% | 30 |
|
|
2024
Q2 | $9.77M | Buy |
35,265
+972
| +3% | +$269K | 0.73% | 38 |
|
|
2024
Q1 | $10.1M | Buy |
34,293
+513
| +2% | +$151K | 0.96% | 34 |
|
|
2023
Q4 | $8.09M | Sell |
33,780
-115
| -0.3% | -$27.6K | 0.79% | 39 |
|
|
2023
Q3 | $7.74M | Buy |
33,895
+460
| +1% | +$105K | 0.82% | 35 |
|
|
2023
Q2 | $8.2M | Buy |
33,435
+1,302
| +4% | +$319K | 0.74% | 42 |
|
|
2023
Q1 | $7.68M | Buy |
32,133
+1,297
| +4% | +$310K | 0.72% | 49 |
|
|
2022
Q4 | $7.47M | Buy |
30,836
+4,710
| +18% | +$1.14M | 0.84% | 41 |
|
|
2022
Q3 | $5.32M | Buy |
+26,126
| New | +$5.32M | 0.69% | 50 |
|