True Wealth Design’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Sell |
54
-188
| -78% | -$61.6K | 0.01% | 412 |
|
|
2025
Q1 | $75.9K | Buy |
242
+160
| +195% | +$50.2K | 0.03% | 130 |
|
|
2024
Q4 | $28.6K | Sell |
82
-13
| -14% | -$4.53K | 0.01% | 270 |
|
|
2024
Q3 | $30.8K | Sell |
95
-3,076
| -97% | -$996K | 0.01% | 239 |
|
|
2024
Q2 | $878K | Sell |
3,171
-28
| -0.9% | -$7.75K | 0.22% | 56 |
|
|
2024
Q1 | $943K | Sell |
3,199
-37
| -1% | -$10.9K | 0.23% | 48 |
|
|
2023
Q4 | $775K | Sell |
3,236
-3
| -0.1% | -$719 | 0.22% | 85 |
|
|
2023
Q3 | $740K | Sell |
3,239
-79
| -2% | -$18K | 0.25% | 77 |
|
|
2023
Q2 | $813K | Sell |
3,318
-3
| -0.1% | -$735 | 0.3% | 58 |
|
|
2023
Q1 | $793K | Sell |
3,321
-72
| -2% | -$17.2K | 0.33% | 66 |
|
|
2022
Q4 | $822K | Buy |
+3,393
| New | +$822K | 0.38% | 42 |
|