Avitas 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
Q1 | – | Sell |
-826
| Closed | -$378K | – | 206 |
|
|
2023
Q4 | $378K | Sell |
826
-4
| -0.5% | -$1.83K | 0.06% | 175 |
|
|
2023
Q3 | $404K | Sell |
830
-26
| -3% | -$12.7K | 0.08% | 177 |
|
|
2023
Q2 | $383K | Sell |
856
-12
| -1% | -$5.37K | 0.07% | 172 |
|
|
2023
Q1 | $421K | Sell |
868
-21
| -2% | -$10.2K | 0.08% | 171 |
|
|
2022
Q4 | $455K | Buy |
889
+4
| +0.5% | +$2.05K | 0.1% | 148 |
|
|
2022
Q3 | $429K | Buy |
885
+3
| +0.3% | +$1.45K | 0.1% | 142 |
|
|
2022
Q2 | $413K | Buy |
+882
| New | +$413K | 0.09% | 152 |
|
|
2019
Q2 | – | Sell |
-2,244
| Closed | -$597K | – | 170 |
|
|
2019
Q1 | $597K | Sell |
2,244
-1,553
| -41% | -$413K | 0.17% | 125 |
|
|
2018
Q4 | $1.09M | Sell |
3,797
-4
| -0.1% | -$1.15K | 0.36% | 96 |
|
|
2018
Q3 | $1.29M | Buy |
3,801
+317
| +9% | +$107K | 0.37% | 100 |
|
|
2018
Q2 | $1.04M | Buy |
+3,484
| New | +$1.04M | 0.32% | 104 |
|