Zimmermann Investment Management & Planning’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,137	Closed	-$524K	–	104
2023 Q2	$524K	Sell	2,137 -13	-0.6%	-$3.19K	0.24%	65
2023 Q1	$514K	Buy	2,150 +58	+3%	+$13.9K	0.27%	68
2022 Q4	$507K	Buy	2,092 +15	+0.7%	+$3.63K	0.29%	58
2022 Q3	$423K	Buy	+2,077	New	+$423K	0.26%	58