Avidian Wealth Enterprises’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
768
+15
+2% +$4.91K 0.01% 473
2025
Q1
$236K Sell
753
-8
-1% -$2.51K 0.01% 471
2024
Q4
$265K Buy
761
+52
+7% +$18.1K 0.01% 429
2024
Q3
$230K Buy
+709
New +$230K 0.01% 455