Continuum Advisory’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-247
Closed -$77.4K 622
2025
Q1
$77.4K Sell
247
-7
-3% -$2.19K 0.01% 569
2024
Q4
$88.5K Sell
254
-2
-0.8% -$697 0.01% 548
2024
Q3
$93.1K Buy
256
+6
+2% +$2.18K 0.01% 535
2024
Q2
$69.2K Hold
250
0.01% 559
2024
Q1
$73.6K Buy
+250
New +$73.6K 0.01% 538