Congress Wealth Management’s Cummins CMI Stock Holding History

Congress Wealth Management’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	$734K	Buy
2025 Q1	$526K	Buy
2024 Q4	$495K	Buy
2024 Q3	$264K	Buy
2024 Q2	–	Sell
2024 Q1	$208K	Sell
2023 Q4	$201K	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Sell
2021 Q4	$225K	Buy