GoalVest Advisory’s Cummins CMI Stock Holding History

GoalVest Advisory’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 Q3	$1.25M	Buy
2025 Q2	$930K	Sell
2025 Q1	$891K	Buy
2024 Q4	$896K	Hold
2024 Q3	$832K	Sell
2024 Q2	$726K	Buy
2024 Q1	$754K	Buy