Cummins shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Cummins by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $708k | 2.2k | 323.79 |
2024-06-30 | $944k | 3.4k | 276.93 |
2024-03-31 | $756k | 2.6k | 294.65 |
2023-12-31 | $445k | 1.9k | 239.57 |
2023-09-30 | $428k | 1.9k | 228.46 |
2023-06-30 | $456k | 1.9k | 245.16 |
2023-03-31 | $443k | 1.9k | 238.88 |
2022-12-31 | $449k | 1.9k | 242.29 |
2022-09-30 | $377k | 1.9k | 203.45 |
2022-06-30 | $442k | 2.0k | 223.46 |
2022-03-31 | $373k | 1.8k | 204.72 |
2021-12-31 | $393k | 1.8k | 217.61 |
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