Wilson & Boucher Capital 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 | $939K | Hold |
2,868
| – | – | 0.66% | 43 |
|
|
2025
Q1 | $899K | Hold |
2,868
| – | – | 0.67% | 43 |
|
|
2024
Q4 | $1,000K | Hold |
2,868
| – | – | 0.71% | 40 |
|
|
2024
Q3 | $929K | Sell |
2,868
-15
| -0.5% | -$4.86K | 0.64% | 44 |
|
|
2024
Q2 | $798K | Buy |
2,883
+75
| +3% | +$20.8K | 0.61% | 45 |
|
|
2024
Q1 | $827K | Sell |
2,808
-550
| -16% | -$162K | 0.65% | 43 |
|
|
2023
Q4 | $804K | Sell |
3,358
-15
| -0.4% | -$3.59K | 0.68% | 46 |
|
|
2023
Q3 | $771K | Sell |
3,373
-11
| -0.3% | -$2.51K | 0.73% | 44 |
|
|
2023
Q2 | $830K | Hold |
3,384
| – | – | 0.75% | 40 |
|
|
2023
Q1 | $808K | Hold |
3,384
| – | – | 0.78% | 43 |
|
|
2022
Q4 | $820K | Buy |
3,384
+250
| +8% | +$60.6K | 0.84% | 42 |
|
|
2022
Q3 | $638K | Buy |
3,134
+200
| +7% | +$40.7K | 0.74% | 43 |
|
|
2022
Q2 | $568K | Sell |
2,934
-50
| -2% | -$9.68K | 0.62% | 51 |
|
|
2022
Q1 | $612K | Hold |
2,984
| – | – | 0.55% | 57 |
|
|
2021
Q4 | $651K | Buy |
+2,984
| New | +$651K | 0.59% | 54 |
|