SkyOak Wealth’s Cummins CMI Stock Holding History

SkyOak Wealth’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	$590K	Hold
2025 Q1	$564K	Hold
2024 Q4	$627K	Hold
2024 Q3	$583K	Hold
2024 Q2	$498K	Buy
2024 Q1	$442K	Hold
2023 Q4	$359K	Hold
2023 Q3	$343K	Buy
2020 Q1	–	Sell
2019 Q4	$503K	Buy