Geller Advisors’s Cummins CMI Stock Holding History

Geller 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
2024 Q4	$253K	Buy
2024 Q3	$235K	Sell
2024 Q2	$432K	Hold
2024 Q1	$460K	Buy
2023 Q4	$372K	Hold
2023 Q3	$354K	Hold
2023 Q2	$380K	Buy