Berry Wealth Group’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
5,409
+65
+1% +$21.3K 1.24% 23
2025
Q1
$1.68M Buy
5,344
+4,700
+730% +$1.47M 1.31% 24
2024
Q4
$224K Buy
644
+19
+3% +$6.62K 0.16% 84
2024
Q3
$202K Buy
+625
New +$202K 0.15% 95