Segment Wealth Management’s Cummins CMI Stock Holding History

Segment 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 Q3	$1.05M	Hold
2025 Q2	$814K	Hold
2025 Q1	$780K	Hold
2024 Q4	$867K	Hold
2024 Q3	$805K	Sell
2024 Q2	$689K	Sell
2024 Q1	$734K	Buy
2023 Q4	$595K	Buy