Institute For Wealth Management »

Cummins shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cummins by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $698k 2.4k 294.66
2023-12-31 $565k 2.4k 239.58
2023-09-30 $545k 2.4k 228.47
2023-06-30 $587k 2.4k 245.17
2023-03-31 $572k 2.4k 238.89
2022-12-31 $583k 2.4k 242.29
2022-09-30 $489k 2.4k 203.33
2022-06-30 $460k 2.4k 193.60
2022-03-31 $469k 2.3k 205.25
2021-12-31 $502k 2.3k 218.07
2021-09-30 $523k 2.3k 224.37
2021-06-30 $574k 2.4k 243.84
2021-03-31 $610k 2.4k 259.13
2020-12-31 $552k 2.4k 227.25
2020-09-30 $550k 2.6k 210.97
2020-06-30 $450k 2.6k 173.28
2020-03-31 $350k 2.6k 135.24
2019-12-31 $463k 463 1000.00
2019-09-30 $428k 2.6k 162.49
2019-06-30 $451k 2.6k 171.22
2019-03-31 $416k 2.6k 157.93
2017-12-31 $428k 2.4k 177.59
2017-06-30 $387k 2.4k 160.51