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Callan Family Office’s Cummins CMI Stock Holding History

Callan Family Office’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$847K Buy
2,585
+1,346
+109% +$441K 0.03% 439
2025
Q1 		$388K Sell
1,239
-89
-7% -$27.9K 0.03% 378
2024
Q4 		$463K Buy
+1,328
New +$463K 0.03% 383