Cummins shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Cummins
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Quarterly reported holdings in Cummins by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $560k | 1.7k | 323.79 |
| 2024-06-30 | $479k | 1.7k | 276.93 |
| 2024-03-31 | $510k | 1.7k | 294.65 |
| 2023-12-31 | $343k | 1.4k | 239.57 |
| 2023-09-30 | $353k | 1.5k | 228.46 |
| 2023-06-30 | $385k | 1.6k | 245.16 |
| 2023-03-31 | $441k | 1.8k | 238.88 |
| 2022-12-31 | $452k | 1.9k | 242.29 |
| 2022-09-30 | $412k | 2.0k | 203.46 |
| 2022-06-30 | $392k | 2.0k | 193.58 |
| 2022-03-31 | $431k | 2.1k | 205.24 |
| 2021-12-31 | $458k | 2.1k | 218.10 |
| 2021-09-30 | $511k | 2.3k | 224.62 |
| 2021-06-30 | $689k | 2.8k | 243.89 |
| 2021-03-31 | $746k | 2.9k | 259.03 |
| 2020-12-31 | $693k | 3.1k | 227.21 |
| 2020-09-30 | $665k | 3.2k | 211.11 |
| 2020-06-30 | $546k | 3.2k | 173.33 |
| 2020-03-31 | $433k | 3.2k | 135.31 |
| 2019-12-31 | $591k | 3.3k | 179.09 |
More positions owned by Concentric Wealth Management
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