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FSM Wealth Advisors’s Cummins CMI Stock Holding History

FSM Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-576
Closed -$211K – 212
2024
Q4 		$211K Sell
576
-53
-8% -$19.4K 0.05% 184
2024
Q3 		$204K Buy
+629
New +$204K 0.05% 186