Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
CMI holding history
Cummins Inc in every 13F filed by Wealthsource Partners, 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 2023 holdings
- Shares (Q4 2023)
- 3,144
- Value
- $753.2K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 3,144 | $753.2K | <0.1% | +63+2.0% | Added | Holders |
| Q3 2023 | 3,081 | $703.9K | <0.1% | +97+3.3% | Added | Holders |
| Q2 2023 | 2,984 | $731.6K | <0.1% | +2,984 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,133−100.0% | Sold out | Holders |
| Q2 2022 | 1,133 | $219.0K | <0.1% | −223−16.4% | Reduced | Holders |
| Q1 2022 | 1,356 | $278.0K | <0.1% | +371+37.7% | Added | Holders |
| Q4 2021 | 985 | $215.0K | <0.1% | +985 | New | Holders |