Heritage Oak Wealth Advisors’s Humana HUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Buy	6,290 +24	+0.4%	+$5.87K	0.59%	29
2025 Q1	$1.66M	Sell	6,266 -2,966	-32%	-$785K	0.73%	24
2024 Q4	$2.34M	Buy	+9,232	New	+$2.34M	1.1%	19
2024 Q3	–	Sell	-9,248	Closed	-$3.46M	–	174
2024 Q2	$3.46M	Buy	+9,248	New	+$3.46M	1.75%	9