Institute For Wealth Management, Llc. Cummins Inc Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Cummins Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,311 shares of CMI stock, worth $818,440. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,311
Previous 2,371 2.53%
Holding current value
$818,440
Previous $656,000 13.87%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$266.63 - $326.4 $15,997 - $19,584
-60 Reduced 2.53%
2,311 $747,000
Q2 2024

Jul 25, 2024
BUY
$266.48 - $302.86 $1,065 - $1,211
4 Added 0.17%
2,371 $656,000
Q1 2024

Apr 30, 2024
BUY
$229.21 - $294.69 $2,521 - $3,241
11 Added 0.47%
2,367 $697,000
Q4 2023

Jan 31, 2024
SELL
$215.24 - $248.27 $6,026 - $6,951
-28 Reduced 1.17%
2,356 $564,000
Q3 2023

Oct 13, 2023
SELL
$228.46 - $264.99 $2,284 - $2,649
-10 Reduced 0.42%
2,384 $544,000
Q1 2023

Apr 20, 2023
SELL
$223.9 - $258.06 $2,462 - $2,838
-11 Reduced 0.46%
2,394 $571,000
Q3 2022

Oct 18, 2022
BUY
$194.08 - $232.4 $5,628 - $6,739
29 Added 1.22%
2,405 $489,000
Q2 2022

Jul 25, 2022
BUY
$185.89 - $215.26 $16,915 - $19,588
91 Added 3.98%
2,376 $460,000
Q1 2022

Apr 29, 2022
SELL
$189.6 - $237.54 $3,223 - $4,038
-17 Reduced 0.74%
2,285 $469,000
Q4 2021

Jan 21, 2022
SELL
$206.99 - $245.33 $6,002 - $7,114
-29 Reduced 1.24%
2,302 $502,000
Q3 2021

Nov 15, 2021
SELL
$219.54 - $243.28 $5,049 - $5,595
-23 Reduced 0.98%
2,331 $523,000
Q1 2021

May 04, 2021
SELL
$221.37 - $275.99 $16,602 - $20,699
-75 Reduced 3.09%
2,354 $610,000
Q4 2020

Feb 01, 2021
SELL
$207.04 - $236.55 $36,853 - $42,105
-178 Reduced 6.83%
2,429 $552,000
Q3 2020

Nov 03, 2020
BUY
$170.95 - $213.51 $1,709 - $2,135
10 Added 0.39%
2,607 $550,000
Q2 2020

Jul 30, 2020
BUY
$130.39 - $183.9 $1,173 - $1,655
9 Added 0.35%
2,597 $450,000
Q4 2019

Feb 27, 2020
BUY
$153.14 - $186.44 $325,422 - $396,185
2,125 Added 458.96%
2,588 $463,000
Q4 2019

Jan 27, 2020
SELL
$153.14 - $186.44 $332,466 - $404,761
-2,171 Reduced 82.42%
463 $463,000
Q1 2019

May 15, 2019
BUY
$130.74 - $160.55 $344,369 - $422,888
2,634 New
2,634 $416,000
Q1 2018

May 15, 2018
SELL
$155.42 - $192.5 $374,562 - $463,925
-2,410 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$159.41 - $180.35 $384,178 - $434,643
2,410 New
2,410 $428,000
Q3 2017

Nov 14, 2017
SELL
$150.79 - $168.35 $363,554 - $405,891
-2,411 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,411
2,411 $387,000

Others Institutions Holding CMI

# of Institutions
1,580
Shares Held
116M
Call Options Held
907K
Put Options Held
588K
View Full List

About CUMMINS INC

CMI Quotes by TradingView
  • 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 Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email