TSWM
Triangle Securities Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
1,933
| – | – | 0.16% | 134 |
|
|
2025
Q1 | $606K | Sell |
1,933
-40
| -2% | -$12.5K | 0.16% | 137 |
|
|
2024
Q4 | $688K | Sell |
1,973
-4
| -0.2% | -$1.39K | 0.18% | 131 |
|
|
2024
Q3 | $640K | Sell |
1,977
-40
| -2% | -$13K | 0.17% | 134 |
|
|
2024
Q2 | $559K | Hold |
2,017
| – | – | 0.16% | 140 |
|
|
2024
Q1 | $594K | Buy |
+2,017
| New | +$594K | 0.17% | 136 |
|
|
2015
Q2 | – | Sell |
-1,504
| Closed | -$209K | – | 133 |
|
|
2015
Q1 | $209K | Sell |
1,504
-170
| -10% | -$23.6K | 0.14% | 135 |
|
|
2014
Q4 | $241K | Buy |
+1,674
| New | +$241K | 0.17% | 114 |
|
|
2013
Q3 | – | Sell |
-1,271
| Closed | -$138K | – | 164 |
|
|
2013
Q2 | $138K | Buy |
+1,271
| New | +$138K | 0.1% | 148 |
|