McDonald 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	$1.35M	Buy	4,120 +2,295	+126%	+$752K	0.32%	90
2025 Q1	$572K	Buy	1,825 +55	+3%	+$17.2K	0.15%	154
2024 Q4	$617K	Buy	+1,770	New	+$617K	0.16%	150