Transform Wealth, LLC Cummins Inc Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Cummins Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 38,284 shares of CMI stock, worth $12.5 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

38,284

Previous 35,995 6.36%

Holding current value

$12.5 Million

Previous $11.6 Million 14.62%

% of portfolio

0.76%

Previous 0.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$324.93 - $383.42 $743,764 - $877,648	2,289 Added 6.36%	38,284 $13.3 Million
Q3 2024 Oct 15, 2024	BUY	$266.63 - $326.4 $194,639 - $238,271	730 Added 2.07%	35,995 $11.6 Million
Q2 2024 Jul 15, 2024	BUY	$266.48 - $302.86 $259,018 - $294,379	972 Added 2.83%	35,265 $9.77 Million
Q1 2024 Apr 15, 2024	BUY	$229.21 - $294.69 $117,584 - $151,175	513 Added 1.52%	34,293 $10.1 Million
Q4 2023 Jan 18, 2024	SELL	$215.24 - $248.27 $24,752 - $28,551	-115 Reduced 0.34%	33,780 $8.09 Million
Q3 2023 Oct 10, 2023	BUY	$228.46 - $264.99 $105,091 - $121,895	460 Added 1.38%	33,895 $7.74 Million
Q2 2023 Jul 13, 2023	BUY	$204.41 - $245.16 $266,141 - $319,198	1,302 Added 4.05%	33,435 $8.2 Million
Q1 2023 Apr 14, 2023	BUY	$223.9 - $258.06 $290,398 - $334,703	1,297 Added 4.21%	32,133 $7.68 Million
Q4 2022 Jan 12, 2023	BUY	$209.59 - $251.44 $987,168 - $1.18 Million	4,710 Added 18.03%	30,836 $0
Q3 2022 Oct 21, 2022	BUY	$194.08 - $232.4 $5.07 Million - $6.07 Million	26,126 New	26,126 $5.32 Million

Others Institutions Holding CMI

# of Institutions

1,725

Shares Held

115M

Call Options Held

876K

Put Options Held

574K

View Full List

About CUMMINS INC

Ticker CMI
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 140,992,000
Market Cap $45.9B
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...

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Transform Wealth, LLC Cummins Inc Transaction History