Accurate Wealth Management’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
1,108
+52
+5% +$17.7K 0.06% 316
2025
Q1
$302K Buy
+1,056
New +$302K 0.06% 284
2023
Q1
Sell
-97
Closed -$24K 470
2022
Q4
$24K Buy
+97
New +$24K 0.01% 628