Sargent Investment Group’s Cummins CMI Stock Holding History

Sargent Investment Group’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	$735K	Buy
2025 Q1	$383K	Buy
2024 Q4	$299K	Buy
2019 Q3	–	Sell
2019 Q2	$343K	Hold
2019 Q1	$316K	Hold
2018 Q4	$267K	Buy