Wedmont Private Capital’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,541
+141
| +10% | +$47.2K | 0.02% | 417 |
|
|
2025
Q1 | $400K | Buy |
1,400
+47
| +3% | +$13.4K | 0.02% | 439 |
|
|
2024
Q4 | $480K | Buy |
1,353
+23
| +2% | +$8.16K | 0.03% | 386 |
|
|
2024
Q3 | $441K | Buy |
1,330
+102
| +8% | +$33.8K | 0.03% | 398 |
|
|
2024
Q2 | $350K | Buy |
1,228
+94
| +8% | +$26.8K | 0.02% | 446 |
|
|
2024
Q1 | $342K | Buy |
1,134
+123
| +12% | +$37.1K | 0.03% | 418 |
|
|
2023
Q4 | $244K | Buy |
+1,011
| New | +$244K | 0.02% | 480 |
|
|
2023
Q2 | – | Sell |
-938
| Closed | -$212K | – | 502 |
|
|
2023
Q1 | $212K | Sell |
938
-10
| -1% | -$2.26K | 0.03% | 431 |
|
|
2022
Q4 | $231K | Buy |
+948
| New | +$231K | 0.03% | 401 |
|