Richards, Merrill & Peterson’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-102
Closed -$32K 248
2025
Q1
$32K Hold
102
0.02% 297
2024
Q4
$35.6K Buy
+102
New +$35.6K 0.02% 272