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Morris Financial Concepts’s Cummins CMI Stock Holding History

Morris Financial Concepts’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Hold
927
– – 0.12% 98
2025
Q1 		$291K Buy
927
+3
+0.3% +$940 0.12% 101
2024
Q4 		$322K Buy
924
+17
+2% +$5.93K 0.14% 87
2024
Q3 		$294K Buy
+907
New +$294K 0.13% 90