Cummins shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cummins by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $147k | 469 | 313.44 |
| 2024-12-31 | $164k | 469 | 348.60 |
| 2024-09-30 | $152k | 469 | 323.79 |
| 2024-06-30 | $130k | 469 | 276.93 |
| 2024-03-31 | $138k | 469 | 294.65 |
| 2023-12-31 | $120k | 500 | 239.57 |
| 2023-09-30 | $171k | 750 | 228.46 |
| 2023-06-30 | $184k | 750 | 245.16 |
| 2023-03-31 | $179k | 750 | 238.88 |
| 2022-12-31 | $182k | 750 | 242.29 |