A detailed history of Icon Wealth Advisors, LLC transactions in Cummins Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,540 shares of CMI stock, worth $545,391. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,540
Previous 1,328 15.96%
Holding current value
$545,391
Previous $367,000 35.69%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$266.63 - $326.4 $30,929 - $37,862
-116 Reduced 7.53%
1,424 $460,000
Q3 2024

Nov 12, 2024

BUY
$266.63 - $326.4 $56,525 - $69,196
212 Added 15.96%
1,540 $498,000
Q2 2024

Aug 14, 2024

BUY
$266.48 - $302.86 $118,317 - $134,469
444 Added 50.23%
1,328 $367,000
Q1 2024

May 15, 2024

BUY
$229.21 - $294.69 $65,554 - $84,281
286 Added 47.83%
884 $260,000
Q4 2023

Feb 14, 2024

BUY
$215.24 - $248.27 $128,713 - $148,465
598 New
598 $143,000

Others Institutions Holding CMI

About CUMMINS INC


  • Ticker CMI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 140,992,000
  • Market Cap $49.9B
  • Description
  • Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other c...
More about CMI
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.