WealthBridge Capital Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-838
| Closed | -$263K | – | 211 |
|
|
2025
Q1 | $263K | Buy |
+838
| New | +$263K | 0.07% | 175 |
|
|
2022
Q4 | – | Sell |
-1,762
| Closed | -$341K | – | 198 |
|
|
2022
Q3 | $341K | Hold |
1,762
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $341K | Buy |
1,762
+42
| +2% | +$8.13K | 0.15% | 131 |
|
|
2022
Q1 | $353K | Buy |
1,720
+365
| +27% | +$74.9K | 0.13% | 123 |
|
|
2021
Q4 | $296K | Hold |
1,355
| – | – | 0.11% | 130 |
|
|
2021
Q3 | $304K | Buy |
1,355
+323
| +31% | +$72.5K | 0.11% | 126 |
|
|
2021
Q2 | $252K | Hold |
1,032
| – | – | 0.09% | 144 |
|
|
2021
Q1 | $267K | Buy |
1,032
+1
| +0.1% | +$259 | 0.11% | 128 |
|
|
2020
Q4 | $234K | Buy |
1,031
+32
| +3% | +$7.26K | 0.1% | 128 |
|
|
2020
Q3 | $211K | Buy |
+999
| New | +$211K | 0.11% | 123 |
|
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$210K | – | 120 |
|
|
2019
Q4 | $210K | Buy |
+1,175
| New | +$210K | 0.14% | 115 |
|
|
2019
Q2 | – | Sell |
-1,203
| Closed | -$199K | – | 244 |
|
|
2019
Q1 | $199K | Buy |
1,203
+4
| +0.3% | +$662 | 0.13% | 108 |
|
|
2018
Q4 | $160K | Buy |
+1,199
| New | +$160K | 0.12% | 118 |
|