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 |
|