Avantax Planning Partners, Inc. Cummins Inc Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Cummins Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,947 shares of CMI stock, worth $649,577. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,947

Previous 1,943 0.21%

Holding current value

$649,577

Previous $572,000 5.77%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$266.48 - $302.86 $1,065 - $1,211	4 Added 0.21%	1,947 $539,000
Q1 2024 May 02, 2024	SELL	$229.21 - $294.69 $41,716 - $53,633	-182 Reduced 8.56%	1,943 $572,000
Q4 2023 Feb 09, 2024	BUY	$215.24 - $248.27 $134,094 - $154,672	623 Added 41.48%	2,125 $509,000
Q3 2023 Nov 03, 2023	BUY	$228.46 - $264.99 $4,797 - $5,564	21 Added 1.42%	1,502 $343,000
Q2 2023 Jul 17, 2023	BUY	$204.41 - $245.16 $21,054 - $25,251	103 Added 7.47%	1,481 $363,000
Q1 2023 Apr 20, 2023	BUY	$223.9 - $258.06 $5,597 - $6,451	25 Added 1.85%	1,378 $329,000
Q4 2022 Feb 09, 2023	BUY	$209.59 - $251.44 $419 - $502	2 Added 0.15%	1,353 $327,000
Q3 2022 Oct 14, 2022	SELL	$194.08 - $232.4 $22,901 - $27,423	-118 Reduced 8.03%	1,351 $275,000
Q2 2022 Jul 18, 2022	BUY	$185.89 - $215.26 $53,350 - $61,779	287 Added 24.28%	1,469 $284,000
Q1 2022 May 09, 2022	BUY	$189.6 - $237.54 $379 - $475	2 Added 0.17%	1,182 $242,000
Q4 2021 Jan 28, 2022	BUY	$206.99 - $245.33 $10,763 - $12,757	52 Added 4.61%	1,180 $257,000
Q3 2021 Oct 27, 2021	BUY	$219.54 - $243.28 $439 - $486	2 Added 0.18%	1,128 $253,000
Q2 2021 Aug 10, 2021	BUY	$233.0 - $270.74 $466 - $541	2 Added 0.18%	1,126 $275,000
Q1 2021 May 06, 2021	BUY	$221.37 - $275.99 $48,037 - $59,889	217 Added 23.93%	1,124 $291,000
Q4 2020 Feb 04, 2021	BUY	$207.04 - $236.55 $187,785 - $214,550	907 New	907 $206,000
Q1 2020 Apr 27, 2020	SELL	$102.76 - $179.32 $154,962 - $270,414	-1,508 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$153.14 - $186.44 $918 - $1,118	-6 Reduced 0.4%	1,508 $270,000
Q3 2019 Nov 08, 2019	SELL	$142.02 - $175.37 $99,129 - $122,408	-698 Reduced 31.56%	1,514 $246,000
Q2 2019 Aug 07, 2019	BUY	$150.76 - $171.6 $31,810 - $36,207	211 Added 10.54%	2,212 $374,000
Q1 2019 May 08, 2019	BUY	$130.74 - $160.55 $10,589 - $13,004	81 Added 4.22%	2,001 $316,000
Q4 2018 Feb 14, 2019	SELL	$125.49 - $152.84 $12,423 - $15,131	-99 Reduced 4.9%	1,920 $257,000
Q3 2018 Nov 13, 2018	SELL	$131.05 - $151.02 $14,677 - $16,914	-112 Reduced 5.26%	2,019 $295,000
Q2 2018 Aug 13, 2018	SELL	$132.32 - $170.83 $6,219 - $8,029	-47 Reduced 2.16%	2,131 $285,000
Q1 2018 May 15, 2018	SELL	$155.42 - $192.5 $34,503 - $42,735	-222 Reduced 9.25%	2,178 $353,000
Q4 2017 Feb 09, 2018	SELL	$159.41 - $180.35 $144,584 - $163,577	-907 Reduced 27.43%	2,400 $424,000
Q3 2017 Oct 19, 2017	BUY	$150.79 - $168.35 $498,662 - $556,733	3,307	3,307 $556,000

Others Institutions Holding CMI

# of Institutions

1,540

Shares Held

114M

Call Options Held

1.01M

Put Options Held

632K

View Full List

About CUMMINS INC

Ticker CMI
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 140,992,000
Market Cap $47B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Cummins Inc Transaction History