Caldwell Trust’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
621
|
|
||||
|
2025
Q1 | $164K | Hold |
621
|
|
||||
|
2024
Q4 | $158K | Hold |
621
|
|
||||
|
2024
Q3 | $197K | Hold |
621
|
|
||||
|
2024
Q2 | $232K | Hold |
621
|
|
||||
|
2024
Q1 | $215K | Sell |
621
-345
|
|
||||
|
2023
Q4 | $442K | Hold |
966
|
|
||||
|
2023
Q3 | $470K | Hold |
966
|
|
||||
|
2023
Q2 | $432K | Hold |
966
|
|
||||
|
2023
Q1 | $469K | Buy |
966
+323
|
|
||||
|
2022
Q4 | $329K | Buy |
643
+22
|
|
||||
|
2022
Q3 | $301K | Hold |
621
|
|
||||
|
2022
Q2 | $291K | Hold |
621
|
|
||||
|
2022
Q1 | $270K | Hold |
621
|
|
||||
|
2021
Q4 | $288K | Hold |
621
|
|
||||
|
2021
Q3 | $242K | Hold |
621
|
|
||||
|
2021
Q2 | $275K | Hold |
621
|
|
||||
|
2021
Q1 | $260K | Hold |
621
|
|
||||
|
2020
Q4 | $255K | Hold |
621
|
|
||||
|
2020
Q3 | $257K | Hold |
621
|
|
||||
|
2020
Q2 | $241K | Hold |
621
|
|
||||
|
2020
Q1 | $195K | Hold |
621
|
|
||||
|
2019
Q4 | $228K | Buy |
+621
|
|