LMG Wealth Partners’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy	+628	New	+$206K	0.04%	134
2025 Q1	–	Sell	-628	Closed	-$219K	–	131
2024 Q4	$219K	Hold	628	–	–	0.05%	123
2024 Q3	$203K	Buy	+628	New	+$203K	0.05%	120