Wealth Alliance’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
2,825
+1,157
| +69% | +$379K | 0.1% | 177 |
|
|
2025
Q1 | $523K | Buy |
1,668
+95
| +6% | +$29.8K | 0.06% | 264 |
|
|
2024
Q4 | $548K | Buy |
1,573
+11
| +0.7% | +$3.84K | 0.07% | 241 |
|
|
2024
Q3 | $506K | Buy |
1,562
+8
| +0.5% | +$2.59K | 0.06% | 263 |
|
|
2024
Q2 | $430K | Hold |
1,554
| – | – | 0.06% | 277 |
|
|
2024
Q1 | $458K | Buy |
1,554
+7
| +0.5% | +$2.06K | 0.06% | 288 |
|
|
2023
Q4 | $371K | Buy |
1,547
+8
| +0.5% | +$1.92K | 0.05% | 322 |
|
|
2023
Q3 | $352K | Sell |
1,539
-102
| -6% | -$23.3K | 0.06% | 308 |
|
|
2023
Q2 | $402K | Sell |
1,641
-28
| -2% | -$6.87K | 0.06% | 294 |
|
|
2023
Q1 | $399K | Sell |
1,669
-36
| -2% | -$8.6K | 0.06% | 286 |
|
|
2022
Q4 | $413K | Sell |
1,705
-14
| -0.8% | -$3.39K | 0.07% | 265 |
|
|
2022
Q3 | $350K | Buy |
1,719
+42
| +3% | +$8.55K | 0.07% | 286 |
|
|
2022
Q2 | $325K | Buy |
+1,677
| New | +$325K | 0.06% | 300 |
|