Sagespring Wealth Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
4,274
+593
+16% +$194K 0.03% 220
2025
Q1
$1.15M Buy
3,681
+2,029
+123% +$636K 0.03% 226
2024
Q4
$576K Buy
+1,652
New +$576K 0.02% 317