CWP
Curated Wealth Partners’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,472
| Closed | -$674K | – | 65 |
|
|
2023
Q4 | $674K | Sell |
1,472
-89
| -6% | -$40.7K | 0.11% | 69 |
|
|
2023
Q3 | $759K | Buy |
1,561
+125
| +9% | +$60.8K | 0.14% | 53 |
|
|
2023
Q2 | $642K | Sell |
1,436
-29
| -2% | -$13K | 0.12% | 60 |
|
|
2023
Q1 | $711K | Sell |
1,465
-43
| -3% | -$20.9K | 0.16% | 51 |
|
|
2022
Q4 | $772K | Buy |
1,508
+38
| +3% | +$19.5K | 0.19% | 44 |
|
|
2022
Q3 | $712K | Sell |
1,470
-330
| -18% | -$160K | 0.21% | 40 |
|
|
2022
Q2 | $842K | Buy |
1,800
+393
| +28% | +$184K | 0.25% | 36 |
|
|
2022
Q1 | $654K | Hold |
1,407
| – | – | 0.22% | 57 |
|
|
2021
Q4 | $654K | Buy |
1,407
+20
| +1% | +$9.3K | 0.21% | 59 |
|
|
2021
Q3 | $540K | Buy |
1,387
+16
| +1% | +$6.23K | 0.3% | 70 |
|
|
2021
Q2 | $607K | Buy |
1,371
+192
| +16% | +$85K | 0.33% | 59 |
|
|
2021
Q1 | $494K | Buy |
1,179
+482
| +69% | +$202K | 0.3% | 65 |
|
|
2020
Q4 | $286K | Buy |
+697
| New | +$286K | 0.19% | 108 |
|