9258 Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $207K | Buy |
652
+1
| +0.2% | +$317 | 0.03% | 341 |
|
|
2024
Q2 | $243K | Buy |
651
+1
| +0.2% | +$374 | 0.04% | 295 |
|
|
2024
Q1 | $225K | Sell |
650
-120
| -16% | -$41.6K | 0.04% | 308 |
|
|
2023
Q4 | $353K | Sell |
770
-76
| -9% | -$34.8K | 0.06% | 229 |
|
|
2023
Q3 | $412K | Hold |
846
| – | – | 0.08% | 199 |
|
|
2023
Q2 | $378K | Buy |
846
+2
| +0.2% | +$894 | 0.07% | 222 |
|
|
2023
Q1 | $410K | Sell |
844
-7
| -0.8% | -$3.4K | 0.08% | 209 |
|
|
2022
Q4 | $436K | Buy |
851
+193
| +29% | +$98.9K | 0.09% | 196 |
|
|
2022
Q3 | $319K | Sell |
658
-1
| -0.2% | -$485 | 0.08% | 229 |
|
|
2022
Q2 | $308K | Buy |
659
+13
| +2% | +$6.08K | 0.08% | 244 |
|
|
2022
Q1 | $281K | Buy |
646
+2
| +0.3% | +$870 | 0.07% | 292 |
|
|
2021
Q4 | $299K | Buy |
644
+12
| +2% | +$5.57K | 0.07% | 290 |
|
|
2021
Q3 | $246K | Hold |
632
| – | – | 0.07% | 298 |
|
|
2021
Q2 | $280K | Sell |
632
-106
| -14% | -$47K | 0.08% | 279 |
|
|
2021
Q1 | $309K | Buy |
738
+106
| +17% | +$44.4K | 0.09% | 243 |
|
|
2020
Q4 | $259K | Hold |
632
| – | – | 0.08% | 255 |
|
|
2020
Q3 | $252K | Hold |
632
| – | – | 0.1% | 229 |
|
|
2020
Q2 | $245K | Hold |
632
| – | – | 0.1% | 231 |
|
|
2020
Q1 | $236K | Sell |
632
-40
| -6% | -$14.9K | 0.1% | 222 |
|
|
2019
Q4 | $246K | Buy |
+672
| New | +$246K | 0.09% | 242 |
|