J.P. Morgan Private Wealth Advisors’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.44M | Buy |
+2,952
| New | +$1.44M | ﹤0.01% | 857 |
|
|
2023
Q2 | – | Sell |
-14,527
| Closed | -$7.05M | – | 1667 |
|
|
2023
Q1 | $7.05M | Sell |
14,527
-3,882
| -21% | -$1.88M | 0.02% | 509 |
|
|
2022
Q4 | $9.43M | Buy |
18,409
+11,774
| +177% | +$6.03M | 0.02% | 428 |
|
|
2022
Q3 | $3.22M | Buy |
6,635
+1,010
| +18% | +$490K | 0.01% | 689 |
|
|
2022
Q2 | $2.63M | Buy |
5,625
+2,833
| +101% | +$1.33M | 0.01% | 754 |
|
|
2022
Q1 | $1.22M | Sell |
2,792
-24
| -0.9% | -$10.4K | ﹤0.01% | 1124 |
|
|
2021
Q4 | $1.31M | Buy |
2,816
+157
| +6% | +$72.8K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $1.04M | Sell |
2,659
-131
| -5% | -$51K | ﹤0.01% | 1191 |
|
|
2021
Q2 | $1.24M | Buy |
2,790
+215
| +8% | +$95.2K | ﹤0.01% | 1096 |
|
|
2021
Q1 | $1.08M | Sell |
2,575
-118
| -4% | -$49.5K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $1.11M | Buy |
2,693
+704
| +35% | +$289K | ﹤0.01% | 970 |
|
|
2020
Q3 | $823K | Buy |
1,989
+733
| +58% | +$303K | ﹤0.01% | 960 |
|
|
2020
Q2 | $487K | Buy |
1,256
+364
| +41% | +$141K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $280K | Sell |
892
-565
| -39% | -$177K | ﹤0.01% | 1158 |
|
|
2019
Q4 | $534K | Sell |
1,457
-394
| -21% | -$144K | ﹤0.01% | 1026 |
|
|
2019
Q3 | $473K | Buy |
1,851
+53
| +3% | +$13.5K | ﹤0.01% | 1027 |
|
|
2019
Q2 | $477K | Sell |
1,798
-554
| -24% | -$147K | ﹤0.01% | 1005 |
|
|
2019
Q1 | $626K | Sell |
2,352
-426
| -15% | -$113K | ﹤0.01% | 945 |
|
|
2018
Q4 | $796K | Sell |
2,778
-291
| -9% | -$83.4K | ﹤0.01% | 825 |
|
|
2018
Q3 | $1.04M | Sell |
3,069
-60
| -2% | -$20.3K | 0.01% | 816 |
|
|
2018
Q2 | $932K | Buy |
3,129
+743
| +31% | +$221K | 0.01% | 801 |
|
|
2018
Q1 | $641K | Buy |
2,386
+148
| +7% | +$39.8K | ﹤0.01% | 789 |
|
|
2017
Q4 | $555K | Buy |
2,238
+145
| +7% | +$36K | ﹤0.01% | 832 |
|
|
2017
Q3 | $510K | Sell |
2,093
-44
| -2% | -$10.7K | ﹤0.01% | 836 |
|
|
2017
Q2 | $515K | Buy |
2,137
+269
| +14% | +$64.8K | ﹤0.01% | 832 |
|
|
2017
Q1 | $385K | Buy |
1,868
+124
| +7% | +$25.6K | ﹤0.01% | 963 |
|
|
2016
Q4 | $356K | Sell |
1,744
-61
| -3% | -$12.5K | ﹤0.01% | 928 |
|
|
2016
Q3 | $319K | Buy |
1,805
+582
| +48% | +$103K | ﹤0.01% | 966 |
|
|
2016
Q2 | $220K | Buy |
1,223
+78
| +7% | +$14K | ﹤0.01% | 1115 |
|
|
2016
Q1 | $209K | Buy |
1,145
+20
| +2% | +$3.65K | ﹤0.01% | 1064 |
|
|
2015
Q4 | $201K | Hold |
1,125
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q3 | $201K | Sell |
1,125
-109
| -9% | -$19.5K | ﹤0.01% | 938 |
|
|
2015
Q2 | $236K | Buy |
1,234
+44
| +4% | +$8.42K | ﹤0.01% | 929 |
|
|
2015
Q1 | $212K | Sell |
1,190
-2,244
| -65% | -$400K | ﹤0.01% | 1021 |
|
|
2014
Q4 | $493K | Buy |
+3,434
| New | +$493K | 0.01% | 709 |
|