Cornerstone Planning 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
$19K Sell
51
-16
-24% -$5.97K ﹤0.01% 431
2025
Q1
$19K Buy
67
+29
+76% +$8.23K ﹤0.01% 427
2024
Q4
$13.3K Sell
38
-3
-7% -$1.05K ﹤0.01% 372
2024
Q3
$13.6K Sell
41
-10
-20% -$3.31K ﹤0.01% 364
2024
Q2
$14.4K Hold
51
﹤0.01% 372
2024
Q1
$14.3K Buy
51
+1
+2% +$281 ﹤0.01% 345
2023
Q4
$12K Sell
50
-6
-11% -$1.44K ﹤0.01% 398
2023
Q3
$12.8K Hold
56
﹤0.01% 379
2023
Q2
$13.7K Buy
+56
New +$13.7K 0.01% 537
2022
Q4
$13K Buy
+55
New +$13K 0.01% 563