Bartlett & Co Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
3,911
-10
| -0.3% | -$2.45K | 0.01% | 258 |
|
|
2025
Q1 | $1.04M | Sell |
3,921
-124
| -3% | -$32.9K | 0.02% | 248 |
|
|
2024
Q4 | $1.03M | Sell |
4,045
-7
| -0.2% | -$1.78K | 0.01% | 248 |
|
|
2024
Q3 | $1.29M | Sell |
4,052
-75
| -2% | -$23.8K | 0.02% | 232 |
|
|
2024
Q2 | $1.55M | Sell |
4,127
-1,018
| -20% | -$381K | 0.02% | 214 |
|
|
2024
Q1 | $1.79M | Buy |
5,145
+3
| +0.1% | +$1.04K | 0.03% | 210 |
|
|
2023
Q4 | $2.35M | Sell |
5,142
-8
| -0.2% | -$3.65K | 0.04% | 192 |
|
|
2023
Q3 | $2.51M | Hold |
5,150
| – | – | 0.05% | 176 |
|
|
2023
Q2 | $2.31M | Buy |
5,150
+5,095
| +9,264% | +$2.28M | 0.04% | 187 |
|
|
2023
Q1 | $26.7K | Hold |
55
| – | – | ﹤0.01% | 664 |
|
|
2022
Q4 | $28.2K | Hold |
55
| – | – | ﹤0.01% | 661 |
|
|
2022
Q3 | $26.7K | Sell |
55
-8
| -13% | -$3.89K | ﹤0.01% | 659 |
|
|
2022
Q2 | $29.5K | Buy |
63
+8
| +15% | +$3.75K | ﹤0.01% | 665 |
|
|
2022
Q1 | $24K | Buy |
+55
| New | +$24K | ﹤0.01% | 705 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$21.4K | – | 611 |
|
|
2021
Q3 | $21.4K | Sell |
55
-46
| -46% | -$17.9K | ﹤0.01% | 626 |
|
|
2021
Q2 | $44.8K | Hold |
101
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $42.4K | Hold |
101
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $41.5K | Buy |
101
+6
| +6% | +$2.47K | ﹤0.01% | 552 |
|
|
2020
Q3 | $39.4K | Hold |
95
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $36.9K | Hold |
95
| – | – | ﹤0.01% | 538 |
|
|
2020
Q1 | $29.9K | Hold |
95
| – | – | ﹤0.01% | 535 |
|
|
2019
Q4 | $34.9K | Hold |
95
| – | – | ﹤0.01% | 586 |
|
|
2019
Q3 | $24.3K | Buy |
95
+92
| +3,067% | +$23.6K | ﹤0.01% | 633 |
|
|
2019
Q2 | $798 | Hold |
3
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $800 | Buy |
+3
| New | +$800 | ﹤0.01% | 692 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$2.69K | – | 739 |
|
|
2018
Q1 | $2.69K | Buy |
+10
| New | +$2.69K | ﹤0.01% | 682 |
|