A detailed history of Heartwood Wealth Advisors LLC transactions in Cummins Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,004 shares of CMI stock, worth $352,785. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,004
Previous 1,001 0.3%
Holding current value
$352,785
Previous $277,000 16.97%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 07, 2024

BUY
$266.63 - $326.4 $799 - $979
3 Added 0.3%
1,004 $324,000
Q3 2023

Oct 17, 2023

SELL
$228.46 - $264.99 $22,846 - $26,499
-100 Reduced 9.08%
1,001 $228,000
Q4 2022

Jan 12, 2023

BUY
$209.59 - $251.44 $209 - $251
1 Added 0.09%
1,101 $0
Q1 2022

Apr 26, 2022

BUY
$189.6 - $237.54 $208,560 - $261,294
1,100 New
1,100 $226,000

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 Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood 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 Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.