Capital Planning Advisors’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-610	Closed	-$213K	–	137
2024 Q4	$213K	Buy	+610	New	+$213K	0.03%	136