Wescott Financial Advisory 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 | $272K | Sell |
830
-1
| -0.1% | -$328 | 0.03% | 153 |
|
|
2025
Q1 | $260K | Sell |
831
-10
| -1% | -$3.14K | 0.03% | 150 |
|
|
2024
Q4 | $293K | Buy |
841
+26
| +3% | +$9.07K | 0.03% | 146 |
|
|
2024
Q3 | $264K | Sell |
815
-25
| -3% | -$8.09K | 0.03% | 154 |
|
|
2024
Q2 | $233K | Buy |
840
+1
| +0.1% | +$277 | 0.03% | 153 |
|
|
2024
Q1 | $247K | Buy |
+839
| New | +$247K | 0.03% | 145 |
|