Wealth Effects’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,011
| Closed | -$352K | – | 204 |
|
|
2024
Q4 | $352K | Hold |
1,011
| – | – | 0.13% | 140 |
|
|
2024
Q3 | $327K | Hold |
1,011
| – | – | 0.11% | 152 |
|
|
2024
Q2 | $280K | Hold |
1,011
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $298K | Buy |
1,011
+1
| +0.1% | +$295 | 0.11% | 151 |
|
|
2023
Q4 | $242K | Hold |
1,010
| – | – | 0.09% | 181 |
|
|
2023
Q3 | $231K | Hold |
1,010
| – | – | 0.11% | 148 |
|
|
2023
Q2 | $248K | Hold |
1,010
| – | – | 0.11% | 149 |
|
|
2023
Q1 | $241K | Hold |
1,010
| – | – | 0.12% | 156 |
|
|
2022
Q4 | $245K | Hold |
1,010
| – | – | 0.14% | 148 |
|
|
2022
Q3 | $206K | Buy |
+1,010
| New | +$206K | 0.13% | 158 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$207K | – | 193 |
|
|
2022
Q1 | $207K | Hold |
1,010
| – | – | 0.1% | 183 |
|
|
2021
Q4 | $220K | Buy |
+1,010
| New | +$220K | 0.09% | 189 |
|