Wealth Enhancement Advisory Services’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
46,145
+14,487
| +46% | +$4.81M | 0.03% | 499 |
|
|
2025
Q1 | $9.92M | Buy |
31,658
+8,261
| +35% | +$2.59M | 0.02% | 580 |
|
|
2024
Q4 | $8.16M | Buy |
23,397
+6,042
| +35% | +$2.11M | 0.02% | 625 |
|
|
2024
Q3 | $5.62M | Buy |
17,355
+1,236
| +8% | +$400K | 0.01% | 686 |
|
|
2024
Q2 | $4.46M | Sell |
16,119
-151
| -0.9% | -$41.8K | 0.01% | 713 |
|
|
2024
Q1 | $4.79M | Sell |
16,270
-43
| -0.3% | -$12.7K | 0.01% | 670 |
|
|
2023
Q4 | $3.91M | Sell |
16,313
-459
| -3% | -$110K | 0.01% | 674 |
|
|
2023
Q3 | $3.83M | Buy |
+16,772
| New | +$3.83M | 0.01% | 644 |
|
|
2021
Q2 | – | Sell |
-12,119
| Closed | -$3.15M | – | 272 |
|
|
2021
Q1 | $3.15M | Buy |
12,119
+665
| +6% | +$173K | 0.06% | 117 |
|
|
2020
Q4 | $2.72M | Buy |
+11,454
| New | +$2.72M | 0.06% | 102 |
|
|
2019
Q4 | – | Sell |
-10,860
| Closed | -$1.77M | – | 212 |
|
|
2019
Q3 | $1.77M | Sell |
10,860
-3,002
| -22% | -$489K | 0.07% | 113 |
|
|
2019
Q2 | $2.41M | Buy |
+13,862
| New | +$2.41M | 0.11% | 81 |
|
|
2017
Q2 | – | Sell |
-5,354
| Closed | -$799K | – | 146 |
|
|
2017
Q1 | $799K | Buy |
+5,354
| New | +$799K | 0.08% | 114 |
|