Principia Wealth Advisory’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62K Buy
8
+3
+60% +$983 ﹤0.01% 328
2025
Q1
$1.48K Buy
5
+2
+67% +$593 ﹤0.01% 329
2024
Q4
$1.05K Buy
+3
New +$1.05K ﹤0.01% 356