Williamson Legacy Group’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,226	Closed	-$1.01M	–	112
2025 Q1	$1.01M	Buy	3,226 +250	+8%	+$78.4K	0.96%	48
2024 Q4	$1.04M	Buy	+2,976	New	+$1.04M	0.69%	40