WealthShield 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	$1.48M	Buy	4,534 +493	+12%	+$161K	0.18%	132
2025 Q1	$1.27M	Buy	+4,041	New	+$1.27M	0.16%	141
2021 Q2	–	Sell	-79	Closed	-$20K	–	832
2021 Q1	$20K	Buy	+79	New	+$20K	﹤0.01%	656