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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

CMI holding history

Cummins Inc in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q4 2024 holdings

Shares (Q4 2024)
23,956
Value
$8.35M
% of portfolio
0.7%
Quarters held
3
Since Q1 2024
Holdings of CMI by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202423,956$8.35M0.7%−5,502−18.7%ReducedHolders
Q3 202429,458$9.54M0.7%+29,458NewHolders
Q2 20240$00.0%−29,642−100.0%Sold outHolders
Q1 202429,642$8.73M0.8%+29,642NewHolders