A detailed history of Goal Vest Advisory LLC transactions in Cummins Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,570 shares of CMI stock, worth $957,633. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,570
Previous 2,620 1.91%
Holding current value
$957,633
Previous $725,000 14.62%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Nov 06, 2024

SELL
$266.63 - $326.4 $13,331 - $16,319
-50 Reduced 1.91%
2,570 $831,000
Q2 2024

Jul 30, 2024

BUY
$266.48 - $302.86 $15,988 - $18,171
60 Added 2.34%
2,620 $725,000
Q1 2024

Apr 15, 2024

BUY
$229.21 - $294.69 $586,777 - $754,406
2,560 New
2,560 $754,000

Others Institutions Holding CMI

About CUMMINS INC


  • Ticker CMI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 140,992,000
  • Market Cap $52.5B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.