Western 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
Q2 | $247K | Buy |
753
+14
| +2% | +$4.59K | 0.01% | 620 |
|
|
2025
Q1 | $232K | Buy |
+739
| New | +$232K | 0.02% | 603 |
|
|
2024
Q4 | – | Sell |
-4,146
| Closed | -$1.34M | – | 669 |
|
|
2024
Q3 | $1.34M | Buy |
+4,146
| New | +$1.34M | 0.08% | 258 |
|
|
2024
Q1 | – | Sell |
-4,372
| Closed | -$1.05M | – | 659 |
|
|
2023
Q4 | $1.05M | Buy |
4,372
+20
| +0.5% | +$4.79K | 0.08% | 268 |
|
|
2023
Q3 | $994K | Buy |
4,352
+187
| +4% | +$42.7K | 0.08% | 250 |
|
|
2023
Q2 | $1.02M | Buy |
4,165
+355
| +9% | +$87K | 0.09% | 237 |
|
|
2023
Q1 | $910K | Sell |
3,810
-245
| -6% | -$58.5K | 0.08% | 247 |
|
|
2022
Q4 | $983K | Sell |
4,055
-283
| -7% | -$68.6K | 0.1% | 221 |
|
|
2022
Q3 | $1.02M | Buy |
4,338
+176
| +4% | +$41.2K | 0.06% | 303 |
|
|
2022
Q2 | $828K | Buy |
4,162
+241
| +6% | +$47.9K | 0.05% | 346 |
|
|
2022
Q1 | $805K | Buy |
+3,921
| New | +$805K | 0.04% | 391 |
|
|
2021
Q2 | $1.06M | Buy |
+4,344
| New | +$1.06M | 0.11% | 199 |
|