Concurrent Investment Advisors’s Cummins CMI Stock Holding History

Concurrent Investment Advisors’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.25M	Buy
2025 Q1	$3.92M	Buy
2024 Q4	$4.13M	Buy
2024 Q3	$968K	Buy
2024 Q2	$825K	Sell
2024 Q1	$953K	Buy
2023 Q4	$630K	Buy