Jacksonville Wealth Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
849
+11
+1% +$3.6K 0.22% 55
2025
Q1
$263K Sell
838
-13
-2% -$4.07K 0.26% 52
2024
Q4
$297K Buy
+851
New +$297K 0.28% 52