Cummins shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Cummins by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $761k | 2.6k | 294.65 |
2023-12-31 | $624k | 2.6k | 239.57 |
2023-09-30 | $592k | 2.6k | 228.46 |
2023-06-30 | $626k | 2.6k | 245.16 |
2023-03-31 | $593k | 2.5k | 238.88 |
2022-12-31 | $601k | 2.5k | 242.29 |
2022-09-30 | $505k | 2.5k | 203.71 |
2022-06-30 | $483k | 2.5k | 193.43 |