Circle 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	$508K	Buy	2,078 +471	+29%	+$115K	0.01%	164
2025 Q1	$425K	Buy	+1,607	New	+$425K	0.01%	177
2024 Q4	–	Sell	-1,731	Closed	-$548K	–	219
2024 Q3	$548K	Hold	1,731	–	–	0.01%	164
2024 Q2	$647K	Buy	+1,731	New	+$647K	0.01%	133