Sound View Wealth Advisors Group’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2025
Q1
$338K Buy
2024
Q4
$356K Sell
2024
Q3
$331K Buy
2024
Q2
$282K Buy
2024
Q1
$299K Buy
2023
Q4
$237K Buy
2023
Q3
$226K Buy
2023
Q2
$242K Buy
2023
Q1
$228K Sell
2022
Q4
$237K Buy