Holos Integrated Wealth’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	-61	Closed	-$19.1K	–	311
2025 Q1	$19.1K	Hold	61	–	–	0.01%	158
2024 Q4	$21.3K	Buy	+61	New	+$21.3K	0.01%	150