CBIZ Investment Advisory Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.5K Buy
78
+4
+5% +$1.31K ﹤0.01% 224
2025
Q1
$23.2K Buy
74
+9
+14% +$2.82K ﹤0.01% 210
2024
Q4
$22.7K Buy
+65
New +$22.7K ﹤0.01% 203