Baker Tilly 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 | – | Sell |
-710
| Closed | -$265K | – | 255 |
|
|
2024
Q2 | $265K | Sell |
710
-1,107
| -61% | -$414K | 0.11% | 216 |
|
|
2024
Q1 | $630K | Buy |
1,817
+312
| +21% | +$108K | 0.11% | 199 |
|
|
2023
Q4 | $689K | Buy |
1,505
+73
| +5% | +$33.4K | 0.11% | 201 |
|
|
2023
Q3 | $697K | Sell |
1,432
-334
| -19% | -$162K | 0.11% | 181 |
|
|
2023
Q2 | $790K | Buy |
1,766
+269
| +18% | +$120K | 0.08% | 243 |
|
|
2023
Q1 | $727K | Sell |
1,497
-24
| -2% | -$11.7K | 0.08% | 252 |
|
|
2022
Q4 | $779K | Buy |
1,521
+72
| +5% | +$36.9K | 0.1% | 233 |
|
|
2022
Q3 | $703K | Buy |
1,449
+11
| +0.8% | +$5.34K | 0.1% | 226 |
|
|
2022
Q2 | $673K | Buy |
1,438
+131
| +10% | +$61.3K | 0.09% | 246 |
|
|
2022
Q1 | $569K | Buy |
1,307
+83
| +7% | +$36.1K | 0.06% | 312 |
|
|
2021
Q4 | $568K | Buy |
1,224
+237
| +24% | +$110K | 0.06% | 325 |
|
|
2021
Q3 | $384K | Buy |
987
+209
| +27% | +$81.3K | 0.05% | 374 |
|
|
2021
Q2 | $344K | Buy |
778
+167
| +27% | +$73.8K | 0.06% | 367 |
|
|
2021
Q1 | $256K | Buy |
611
+68
| +13% | +$28.5K | 0.05% | 396 |
|
|
2020
Q4 | $223K | Buy |
+543
| New | +$223K | 0.07% | 299 |
|