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
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Quarterly reported holdings in Cummins by Institute For Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $806k | 2.3k | 348.63 |
2024-09-30 | $748k | 2.3k | 323.81 |
2024-06-30 | $657k | 2.4k | 276.94 |
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 |
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