Lake Street Private 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
$344K Sell
1,050
-40
-4% -$13.1K 0.05% 197
2025
Q1
$342K Sell
1,090
-40
-4% -$12.5K 0.06% 183
2024
Q4
$394K Sell
1,130
-155
-12% -$54K 0.06% 170
2024
Q3
$416K Sell
1,285
-4
-0.3% -$1.3K 0.07% 179
2024
Q2
$357K Sell
1,289
-25
-2% -$6.92K 0.05% 250
2024
Q1
$387K Sell
1,314
-70
-5% -$20.6K 0.05% 239
2023
Q4
$332K Sell
1,384
-25
-2% -$5.99K 0.05% 244
2023
Q3
$326K Sell
1,409
-87
-6% -$20.1K 0.06% 219
2023
Q2
$367K Sell
1,496
-92
-6% -$22.6K 0.06% 209
2023
Q1
$379K Sell
1,588
-15
-0.9% -$3.58K 0.07% 206
2022
Q4
$388K Buy
1,603
+112
+8% +$27.1K 0.08% 198
2022
Q3
$303K Buy
+1,491
New +$303K 0.07% 219