True Wealth Design’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.8K | Buy |
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|
2025
Q2 | $17.7K | Sell |
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|
2025
Q1 | $75.9K | Buy |
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|
2024
Q4 | $28.6K | Sell |
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|
2024
Q3 | $30.8K | Sell |
|
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $943K | Sell |
|
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $822K | Buy |
|