Phoenix Wealth Advisors’s Cummins CMI Stock Holding History

Phoenix Wealth 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
2025 Q2	$2.12M	Sell
2025 Q1	$2.08M	Buy
2021 Q4	–	Sell
2021 Q3	$106K	Hold
2021 Q2	$111K	Hold
2021 Q1	$121K	Hold
2020 Q4	$107K	Buy