Transform Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $9.77M | Buy |
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|
2024
Q1 | $10.1M | Buy |
|
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|
2023
Q4 | $8.09M | Sell |
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|
2023
Q3 | $7.74M | Buy |
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|
2023
Q2 | $8.2M | Buy |
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|
2023
Q1 | $7.68M | Buy |
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|
2022
Q4 | $7.47M | Buy |
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|
2022
Q3 | $5.32M | Buy |
|