Personal Cfo Solutions, LLC Cummins Inc Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Cummins Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,088 shares of CMI stock, worth $293,346. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,088

Previous 977 11.36%

Holding current value

$293,346

Previous $234,000 36.75%

% of portfolio

0.05%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$229.21 - $294.69 $25,442 - $32,710	111 Added 11.36%	1,088 $320,000
Q4 2023 Feb 13, 2024	BUY	$215.24 - $248.27 $210,289 - $242,559	977 New	977 $234,000
Q2 2023 Aug 10, 2023	BUY	$204.41 - $245.16 $4,088 - $4,903	20 Added 2.06%	990 $242,000
Q1 2023 May 09, 2023	BUY	$223.9 - $258.06 $15,449 - $17,806	69 Added 7.66%	970 $231,000
Q4 2022 Feb 14, 2023	BUY	$209.59 - $251.44 $188,840 - $226,547	901 New	901 $218,000

Q4 2020 Feb 09, 2021	SELL	$207.04 - $236.55 $651,347 - $744,186	-3,146 Closed	0 $0
Q3 2020 Nov 02, 2020	BUY	$170.95 - $213.51 $80,517 - $100,563	471 Added 17.61%	3,146 $1,000
Q2 2020 Aug 03, 2020	BUY	$130.39 - $183.9 $21,383 - $30,159	164 Added 6.53%	2,675 $464,000
Q1 2020 Apr 30, 2020	SELL	$102.76 - $179.32 $157,325 - $274,538	-1,531 Reduced 37.88%	2,511 $340,000
Q4 2019 Feb 13, 2020	BUY	$153.14 - $186.44 $257,734 - $313,778	1,683 Added 71.34%	4,042 $721,000
Q3 2019 Nov 13, 2019	BUY	$142.02 - $175.37 $335,025 - $413,697	2,359 New	2,359 $472,000

Others Institutions Holding CMI

# of Institutions

1,500

Shares Held

115M

Call Options Held

1.21M

Put Options Held

1.25M

View Full List

About CUMMINS INC

Ticker CMI
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 140,992,000
Market Cap $38B
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...

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Personal Cfo Solutions, LLC Cummins Inc Transaction History