Traphagen Investment Advisors’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-620
Closed -$216K 184
2024
Q4
$216K Buy
620
+1
+0.2% +$348 0.02% 163
2024
Q3
$200K Buy
+619
New +$200K 0.02% 170