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 $355,265. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,004
Previous 1,001 0.3%
Holding current value
$355,265
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 $49.9B
  • 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
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