A detailed history of Evergreen Wealth Solutions, LLC transactions in Cummins Inc stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 784 shares of CMI stock, worth $275,481. This represents 0.17% of its overall portfolio holdings.

Number of Shares
784
Previous 1,283 38.89%
Holding current value
$275,481
Previous $355,000 28.73%
% of portfolio
0.17%
Previous 0.25%

Shares

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

Nov 14, 2024

SELL
$266.63 - $326.4 $133,048 - $162,873
-499 Reduced 38.89%
784 $253,000
Q2 2024

Aug 14, 2024

SELL
$266.48 - $302.86 $248,359 - $282,265
-932 Reduced 42.08%
1,283 $355,000
Q1 2024

May 15, 2024

SELL
$229.21 - $294.69 $18,336 - $23,575
-80 Reduced 3.49%
2,215 $652,000
Q4 2023

Feb 07, 2024

BUY
$215.24 - $248.27 $33,146 - $38,233
154 Added 7.19%
2,295 $549,000
Q3 2023

Nov 13, 2023

SELL
$228.46 - $264.99 $5,711 - $6,624
-25 Reduced 1.15%
2,141 $489,000
Q2 2023

Aug 11, 2023

BUY
$204.41 - $245.16 $64,593 - $77,470
316 Added 17.08%
2,166 $531,000
Q1 2023

May 12, 2023

SELL
$223.9 - $258.06 $37,167 - $42,837
-166 Reduced 8.23%
1,850 $442,000
Q4 2022

Feb 14, 2023

BUY
$209.59 - $251.44 $628 - $754
3 Added 0.15%
2,016 $488,000
Q3 2022

Nov 14, 2022

BUY
$194.08 - $232.4 $98,980 - $118,524
510 Added 33.93%
2,013 $410,000
Q2 2022

Aug 15, 2022

BUY
$185.89 - $215.26 $19,332 - $22,387
104 Added 7.43%
1,503 $291,000
Q1 2022

Apr 22, 2022

BUY
$189.6 - $237.54 $12,134 - $15,202
64 Added 4.79%
1,399 $287,000
Q4 2021

Jan 19, 2022

BUY
$206.99 - $245.33 $276,331 - $327,515
1,335 New
1,335 $291,000

Others Institutions Holding CMI

About CUMMINS INC


  • Ticker CMI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 140,992,000
  • Market Cap $49.5B
  • 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 Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, 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 Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.