Concord Wealth Partners’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,067
| Closed | -$271K | – | 874 |
|
|
2024
Q4 | $271K | Buy |
1,067
+1,044
| +4,539% | +$265K | 0.04% | 179 |
|
|
2024
Q3 | $7.29K | Buy |
+23
| New | +$7.29K | ﹤0.01% | 587 |
|
|
2024
Q1 | – | Sell |
-25
| Closed | -$11.5K | – | 877 |
|
|
2023
Q4 | $11.5K | Sell |
25
-8
| -24% | -$3.67K | ﹤0.01% | 553 |
|
|
2023
Q3 | $16.1K | Buy |
33
+4
| +14% | +$1.95K | ﹤0.01% | 544 |
|
|
2023
Q2 | $13K | Buy |
29
+18
| +164% | +$8.05K | ﹤0.01% | 572 |
|
|
2023
Q1 | $5.34K | Sell |
11
-12
| -52% | -$5.83K | ﹤0.01% | 662 |
|
|
2022
Q4 | $11.8K | Buy |
+23
| New | +$11.8K | ﹤0.01% | 613 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$17K | – | 585 |
|
|
2022
Q2 | $17K | Buy |
36
+8
| +29% | +$3.78K | ﹤0.01% | 574 |
|
|
2022
Q1 | $12K | Hold |
28
| – | – | ﹤0.01% | 733 |
|
|
2021
Q4 | $13K | Buy |
28
+21
| +300% | +$9.75K | ﹤0.01% | 733 |
|
|
2021
Q3 | $3K | Sell |
7
-21
| -75% | -$9K | ﹤0.01% | 687 |
|
|
2021
Q2 | $12K | Buy |
28
+22
| +367% | +$9.43K | ﹤0.01% | 593 |
|
|
2021
Q1 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 758 |
|