Sterling Wealth Management’s Cummins CMI Stock Holding History

Sterling 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	$469K	Buy
2025 Q2	$363K	Buy
2024 Q4	$413K	Sell
2024 Q3	$389K	Buy
2024 Q2	$328K	Sell
2024 Q1	$351K	Hold
2023 Q4	$285K	Buy