Whalen 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	$266K	Buy	+811	New	+$266K	0.17%	154
2024 Q1	–	Sell	-1,738	Closed	-$416K	–	126
2023 Q4	$416K	Buy	+1,738	New	+$416K	0.38%	69