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Cypress Advisory Group’s Cummins CMI Stock Holding History

Cypress Advisory Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.85M Sell
8,700
-70
-0.8% -$22.9K 2.21% 12
2025
Q1 		$2.75M Hold
8,770
– – 2.51% 9
2024
Q4 		$3.06M Buy
+8,770
New +$3.06M 2.81% 8