Thurston Springer Miller Herd & Titak’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
3,305
+768
+30% +$252K 0.14% 166
2025
Q1
$796K Buy
2,537
+299
+13% +$93.8K 0.13% 151
2024
Q4
$780K Buy
2,238
+356
+19% +$124K 0.16% 144
2024
Q3
$610K Buy
1,882
+538
+40% +$174K 0.17% 146
2024
Q2
$373K Buy
+1,344
New +$373K 0.12% 168