Trueblood Wealth Management, LLC CMI Holdings History
Number of Shares
2,484.00
Current Holdings Value*
$813,410.00
% of Portfolio
0.34%
Total Estimate Gain
$39,874.86
% of Total Estimate Gain
4.65%
Trueblood Wealth Management, LLC's Cummins Inc Holding Summary
As of 2025-06-30, Trueblood Wealth Management, LLC held 2,484.00 shares of Cummins Inc(CMI), totaling $813,410.00. This investment constitutes 0.34% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding Cummins Inc(CMI) stock.
The initial trade took place in 2025Q1. And since then Trueblood Wealth Management, LLC has made 2 purchases of CMI, at an average price of $345.48, for a total of 2,484.00 shares. Based on historical transaction data and CMI's current price of $361.54, Trueblood Wealth Management, LLC's estimated gain on his CMI holdings is $39,874.86, reflecting a 4.65% gain to date.
Trueblood Wealth Management, LLC CMI ($361.54) Holding Chart
Trueblood Wealth Management, LLC CMI ($361.54) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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