Morton Brown Family 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
$15.5K Hold
47
﹤0.01% 163
2025
Q1
$14.9K Buy
+47
New +$14.9K 0.01% 165
2024
Q1
Sell
-34
Closed -$8.2K 235
2023
Q4
$8.2K Buy
+34
New +$8.2K ﹤0.01% 193