Two Point Capital Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7M Buy
+38,721
New +$12.7M 5.4% 7
2024
Q4
$12.2M Sell
33,100
-135
-0.4% -$49.6K 4.35% 9
2024
Q3
$10.8M Buy
33,235
+416
+1% +$135K 3.93% 10
2024
Q2
$9.09M Buy
32,819
+285
+0.9% +$78.9K 3.66% 10
2024
Q1
$9.59M Buy
32,534
+440
+1% +$130K 3.94% 10
2023
Q4
$7.69M Buy
+32,094
New +$7.69M 3.51% 14