A detailed history of Summit Financial Wealth Advisors, LLC transactions in Cummins Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 34,189 shares of CMI stock, worth $12.1 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
34,189
Previous 34,269 0.23%
Holding current value
$12.1 Million
Previous $9.49 Million 16.53%
% of portfolio
2.19%
Previous 2.16%

Shares

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

Nov 13, 2024

SELL
$266.63 - $326.4 $21,330 - $26,112
-80 Reduced 0.23%
34,189 $11.1 Million
Q2 2024

Aug 12, 2024

SELL
$266.48 - $302.86 $247,826 - $281,659
-930 Reduced 2.64%
34,269 $9.49 Million
Q1 2024

May 02, 2024

BUY
$229.21 - $294.69 $74,264 - $95,479
324 Added 0.93%
35,199 $10.4 Million
Q4 2023

Jan 19, 2024

SELL
$215.24 - $248.27 $24,752 - $28,551
-115 Reduced 0.33%
34,875 $8.36 Million
Q3 2023

Nov 13, 2023

SELL
$228.46 - $264.99 $694,518 - $805,569
-3,040 Reduced 7.99%
34,990 $7.99 Million
Q2 2023

Jul 12, 2023

SELL
$204.41 - $245.16 $83,808 - $100,515
-410 Reduced 1.07%
38,030 $9.32 Million
Q1 2023

Apr 10, 2023

BUY
$223.9 - $258.06 $94,709 - $109,159
423 Added 1.11%
38,440 $9.18 Million
Q4 2022

Jan 17, 2023

SELL
$209.59 - $251.44 $19,282 - $23,132
-92 Reduced 0.24%
38,017 $0
Q3 2022

Oct 28, 2022

BUY
$194.08 - $232.4 $7.4 Million - $8.86 Million
38,109 New
38,109 $9.11 Million
Q4 2019

Jan 28, 2020

SELL
$153.14 - $186.44 $193,262 - $235,287
-1,262 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$142.02 - $175.37 $2,414 - $2,981
17 Added 1.37%
1,262 $205,000
Q1 2019

May 01, 2019

BUY
$130.74 - $160.55 $162,771 - $199,884
1,245 New
1,245 $201,000
Q2 2018

Jul 06, 2018

SELL
$132.32 - $170.83 $191,864 - $247,703
-1,450 Closed
0 $0
Q1 2018

Apr 09, 2018

BUY
$155.42 - $192.5 $225,358 - $279,125
1,450 New
1,450 $235,000
Q1 2018

Apr 06, 2018

SELL
$155.42 - $192.5 $229,710 - $284,515
-1,478 Closed
0 $0
Q4 2017

Feb 05, 2018

SELL
$159.41 - $180.35 $223,492 - $252,850
-1,402 Reduced 48.68%
1,478 $261,000
Q3 2017

Nov 06, 2017

SELL
$150.79 - $168.35 $82,331 - $91,919
-546 Reduced 15.94%
2,880 $484,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,426
3,426 $556,000

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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