Moran Wealth Management’s Cummins CMI Stock Holding History

Moran 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 Q1	–	Sell
2024 Q4	$5.89M	Sell
2024 Q3	$5.51M	Sell
2024 Q2	$5.57M	Buy
2024 Q1	$3.45M	Buy
2023 Q4	$2.8M	Sell
2023 Q3	$2.78M	Buy
2023 Q2	$2.93M	Sell
2023 Q1	$3.23M	Buy
2022 Q4	$2.52M	Buy