Modera Wealth Management’s Cummins CMI Stock Holding History

Modera 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	$727K	Sell
2025 Q1	$733K	Sell
2024 Q4	$899K	Buy
2024 Q3	$697K	Buy
2024 Q2	$403K	Sell
2024 Q1	$439K	Sell
2023 Q4	$374K	Sell
2023 Q3	$391K	Sell
2023 Q2	$477K	Buy
2022 Q1	–	Sell
2021 Q4	$397K	Buy