Wealth Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,558
+20
| +0.6% | +$6.55K | 1.16% | 24 |
|
|
2025
Q1 | $1.11M | Buy |
3,538
+64
| +2% | +$20.1K | 0.72% | 36 |
|
|
2024
Q4 | $1.21M | Buy |
3,474
+88
| +3% | +$30.7K | 0.78% | 30 |
|
|
2024
Q3 | $1.1M | Sell |
3,386
-7
| -0.2% | -$2.27K | 0.74% | 35 |
|
|
2024
Q2 | $940K | Sell |
3,393
-99
| -3% | -$27.4K | 0.67% | 38 |
|
|
2024
Q1 | $1.03M | Buy |
+3,492
| New | +$1.03M | 0.78% | 35 |
|