Phoenix Wealth Advisors CMI Holdings History
Phoenix Wealth Advisors's Cummins Inc Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 6,650.00 shares of Cummins Inc(CMI), totaling $2.08 Mil. This investment constitutes 0.91% of their stock portfolio, and Phoenix Wealth Advisors now holds 0% of the outstanding Cummins Inc(CMI) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 1 purchases of CMI, at an average price of $343.85, for a total of 7,121.00 shares. In addition, there have been 1 sales at an average price of $227.60 for 471.00 shares. Based on historical transaction data and CMI's current price of $325.72, Phoenix Wealth Advisors's estimated gain on his CMI holdings is $-175,324.04, reflecting a -7.16% gain to date.
Phoenix Wealth Advisors CMI ($325.72) Holding Chart
Phoenix Wealth Advisors CMI ($325.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
