Cummins shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Cummins by Live Oak Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $332k | 1.0k | 323.79 |
2024-06-30 | $280k | 1.0k | 276.93 |
2024-03-31 | $298k | 1.0k | 294.65 |
2023-12-31 | $242k | 1.0k | 239.57 |
2023-09-30 | $231k | 1.0k | 228.46 |
2023-06-30 | $248k | 1.0k | 245.16 |
2023-03-31 | $242k | 1.0k | 238.88 |
2022-12-31 | $245k | 1.0k | 242.29 |
2022-09-30 | $206k | 1.0k | 203.56 |
2022-03-31 | $211k | 1.0k | 204.66 |
2021-12-31 | $222k | 1.0k | 217.86 |
2021-09-30 | $229k | 1.0k | 224.73 |
2021-06-30 | $248k | 1.0k | 243.38 |
2021-03-31 | $259k | 1.0k | 259.00 |
2020-12-31 | $227k | 1.0k | 227.00 |