B. Riley Wealth Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-821
| Closed | -$201K | – | 1130 |
|
|
2025
Q2 | $201K | Buy |
+821
| New | +$205K | 0.01% | 899 |
|
|
2024
Q4 | – | Sell |
-712
| Closed | -$208K | – | 1204 |
|
|
2024
Q3 | $208K | Sell |
712
-101
| -12% | -$36K | 0.01% | 1122 |
|
|
2024
Q2 | $304K | Sell |
813
-950
| -54% | -$321K | 0.01% | 1031 |
|
|
2024
Q1 | $859K | Sell |
1,763
-278
| -14% | -$105K | 0.02% | 576 |
|
|
2023
Q4 | $936K | Buy |
2,041
+278
| +16% | +$137K | 0.03% | 552 |
|
|
2023
Q3 | $859K | Sell |
1,763
-43
| -2% | -$20.2K | 0.02% | 576 |
|
|
2023
Q2 | $809K | Buy |
1,806
+348
| +24% | +$175K | 0.02% | 639 |
|
|
2023
Q1 | $709K | Sell |
1,458
-52
| -3% | -$25.7K | 0.02% | 672 |
|
|
2022
Q4 | $775K | Buy |
1,510
+120
| +9% | +$63.1K | 0.02% | 625 |
|
|
2022
Q3 | $675K | Buy |
1,390
+453
| +48% | +$220K | 0.02% | 647 |
|
|
2022
Q2 | $439K | Buy |
937
+24
| +3% | +$10.7K | 0.02% | 715 |
|
|
2022
Q1 | $398K | Buy |
913
+139
| +18% | +$58.1K | 0.01% | 877 |
|
|
2021
Q4 | $359K | Buy |
774
+37
| +5% | +$16.4K | 0.01% | 972 |
|
|
2021
Q3 | $287K | Sell |
737
-13
| -2% | -$5.52K | 0.01% | 1059 |
|
|
2021
Q2 | $332K | Buy |
750
+63
| +9% | +$27.5K | 0.01% | 964 |
|
|
2021
Q1 | $288K | Buy |
+687
| New | +$274K | 0.01% | 1024 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$36 | – | 1206 |
|
|
2014
Q4 | $36 | Buy |
+250
| New | +$34.2K | ﹤0.01% | 2265 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$31.9K | – | 1202 |
|
|
2014
Q2 | $31.9K | Buy |
+250
| New | +$29.6K | 0.01% | 1231 |
|
Other funds holding HUM
