Wealth Effects’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 | $216K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $327K | Hold |
|
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|
2024
Q2 | $280K | Hold |
|
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|
2024
Q1 | $298K | Buy |
|
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|
2023
Q4 | $242K | Hold |
|
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $241K | Hold |
|
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $206K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $220K | Buy |
|