Wealthspire Advisors (New York)’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
1,550
-129
| -8% | -$42.2K | ﹤0.01% | 535 |
|
|
2025
Q1 | $526K | Sell |
1,679
-208
| -11% | -$65.2K | ﹤0.01% | 500 |
|
|
2024
Q4 | $658K | Buy |
1,887
+108
| +6% | +$37.6K | 0.01% | 446 |
|
|
2024
Q3 | $576K | Sell |
1,779
-26
| -1% | -$8.42K | 0.01% | 461 |
|
|
2024
Q2 | $500K | Sell |
1,805
-104
| -5% | -$28.8K | 0.01% | 432 |
|
|
2024
Q1 | $562K | Sell |
1,909
-261
| -12% | -$76.9K | 0.01% | 404 |
|
|
2023
Q4 | $520K | Buy |
2,170
+291
| +15% | +$69.7K | 0.01% | 414 |
|
|
2023
Q3 | $429K | Buy |
+1,879
| New | +$429K | 0.01% | 417 |
|
|
2023
Q1 | – | Sell |
-941
| Closed | -$228K | – | 548 |
|
|
2022
Q4 | $228K | Buy |
+941
| New | +$228K | ﹤0.01% | 516 |
|
|
2022
Q1 | – | Sell |
-1,068
| Closed | -$233K | – | 456 |
|
|
2021
Q4 | $233K | Buy |
1,068
+49
| +5% | +$10.7K | 0.01% | 488 |
|
|
2021
Q3 | $229K | Buy |
+1,019
| New | +$229K | ﹤0.01% | 519 |
|
|
2021
Q2 | – | Sell |
-3,943
| Closed | -$1.02M | – | 431 |
|
|
2021
Q1 | $1.02M | Buy |
3,943
+604
| +18% | +$157K | 0.02% | 262 |
|
|
2020
Q4 | $758K | Buy |
3,339
+1,490
| +81% | +$338K | 0.02% | 244 |
|
|
2020
Q3 | $390K | Buy |
1,849
+118
| +7% | +$24.9K | 0.02% | 200 |
|
|
2020
Q2 | $300K | Sell |
1,731
-1,499
| -46% | -$260K | 0.02% | 208 |
|
|
2020
Q1 | $437K | Buy |
+3,230
| New | +$437K | 0.02% | 316 |
|
|
2019
Q1 | – | Sell |
-166
| Closed | -$22K | – | 193 |
|
|
2018
Q4 | $22K | Buy |
+166
| New | +$22K | ﹤0.01% | 318 |
|