Montag & Caldwell’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed -$10.3K 119
2025
Q1
$10.3K Hold
33
﹤0.01% 111
2024
Q4
$11.5K Buy
+33
New +$11.5K ﹤0.01% 116