Heritage 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
$47.7K Hold
195
﹤0.01% 301
2025
Q1
$51.6K Sell
195
-11
-5% -$2.91K ﹤0.01% 300
2024
Q4
$52.3K Buy
206
+2
+1% +$507 ﹤0.01% 303
2024
Q3
$64.6K Buy
204
+9
+5% +$2.85K ﹤0.01% 308
2024
Q2
$72.9K Sell
195
-60
-24% -$22.4K ﹤0.01% 279
2024
Q1
$88.4K Buy
255
+60
+31% +$20.8K ﹤0.01% 270
2023
Q4
$89.3K Hold
195
﹤0.01% 281
2023
Q3
$94.9K Hold
195
0.01% 250
2023
Q2
$87.2K Hold
195
﹤0.01% 267
2023
Q1
$94.7K Sell
195
-426
-69% -$207K 0.01% 263
2022
Q4
$318K Hold
621
0.02% 164
2022
Q3
$301K Hold
621
0.02% 160
2022
Q2
$291K Hold
621
0.02% 159
2022
Q1
$270K Hold
621
0.01% 173
2021
Q4
$288K Hold
621
0.02% 169
2021
Q3
$242K Hold
621
0.01% 184
2021
Q2
$275K Hold
621
0.02% 177
2021
Q1
$260K Hold
621
0.02% 184
2020
Q4
$255K Buy
+621
New +$255K 0.02% 178
2020
Q1
Sell
-11
Closed -$4.03K 505
2019
Q4
$4.03K Buy
+11
New +$4.03K ﹤0.01% 456