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Cummins shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Cummins

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All positions including Cummins held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 1.1k 294.65
2023-12-31 $275k 1.1k 239.55
2023-09-30 $255k 1.1k 228.29
2023-06-30 $239k 976 244.88
2023-03-31 $281k 1.2k 238.95
2022-12-31 $177k 732 241.80
2022-09-30 $116k 571 203.15
2022-06-30 $110k 569 193.32
2022-03-31 $46k 224 205.36

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tradition Wealth Management

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