TPWM
Twelve Points Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
3,653
+128
| +4% | +$41.9K | 0.32% | 78 |
|
|
2025
Q1 | $1.1M | Buy |
3,525
+255
| +8% | +$79.9K | 0.3% | 79 |
|
|
2024
Q4 | $1.14M | Buy |
3,270
+104
| +3% | +$36.3K | 0.33% | 71 |
|
|
2024
Q3 | $1.03M | Buy |
3,166
+190
| +6% | +$61.5K | 0.32% | 78 |
|
|
2024
Q2 | $824K | Buy |
2,976
+140
| +5% | +$38.8K | 0.29% | 82 |
|
|
2024
Q1 | $836K | Buy |
2,836
+51
| +2% | +$15K | 0.31% | 80 |
|
|
2023
Q4 | $667K | Buy |
2,785
+117
| +4% | +$28K | 0.32% | 86 |
|
|
2023
Q3 | $609K | Buy |
2,668
+129
| +5% | +$29.5K | 0.3% | 93 |
|
|
2023
Q2 | $622K | Buy |
2,539
+261
| +11% | +$64K | 0.33% | 85 |
|
|
2023
Q1 | $544K | Buy |
2,278
+222
| +11% | +$53K | 0.31% | 91 |
|
|
2022
Q4 | $498K | Buy |
2,056
+15
| +0.7% | +$3.64K | 0.34% | 94 |
|
|
2022
Q3 | $415K | Buy |
2,041
+103
| +5% | +$20.9K | 0.32% | 103 |
|
|
2022
Q2 | $375K | Buy |
1,938
+611
| +46% | +$118K | 0.29% | 121 |
|
|
2022
Q1 | $272K | Buy |
1,327
+353
| +36% | +$72.4K | 0.2% | 144 |
|
|
2021
Q4 | $212K | Buy |
+974
| New | +$212K | 0.17% | 159 |
|