Measured Wealth Private Client Group’s Cummins CMI Stock Holding History

Measured Wealth Private Client Group’s Portfolio CMI Stock Details CMI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$167K	Buy
2023 Q4	–	Sell
2023 Q3	$275K	Buy
2022 Q1	–	Sell
2021 Q4	$220K	Sell
2021 Q3	$329K	Sell
2021 Q2	$397K	Buy
2021 Q1	$316K	Buy
2018 Q4	–	Sell
2018 Q3	$67K	Buy