Western Pacific Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-357
| Closed | -$124K | – | 202 |
|
|
2024
Q4 | $124K | Hold |
357
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $116K | Hold |
357
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $98.9K | Buy |
+357
| New | +$98.9K | 0.07% | 99 |
|
|
2023
Q2 | – | Sell |
-332
| Closed | -$79.3K | – | 286 |
|
|
2023
Q1 | $79.3K | Hold |
332
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $80.4K | Buy |
+332
| New | +$80.4K | 0.07% | 91 |
|