Robertson Stephens Wealth Management’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Sell	750 -24	-3%	-$7.86K	0.01%	490
2025 Q1	$243K	Sell	774 -132	-15%	-$41.4K	0.01%	487
2024 Q4	$316K	Buy	+906	New	+$316K	0.01%	451
2023 Q2	–	Sell	-1,489	Closed	-$356K	–	426
2023 Q1	$356K	Buy	+1,489	New	+$356K	0.03%	342