J.W. Cole 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 | $565K | Buy |
2,310
+676
| +41% | +$165K | 0.01% | 878 |
|
|
2025
Q1 | $432K | Buy |
+1,634
| New | +$432K | 0.01% | 810 |
|
|
2024
Q2 | – | Sell |
-809
| Closed | -$281K | – | 917 |
|
|
2024
Q1 | $281K | Buy |
+809
| New | +$281K | 0.01% | 711 |
|
|
2021
Q3 | – | Sell |
-455
| Closed | -$202K | – | 563 |
|
|
2021
Q2 | $202K | Sell |
455
-286
| -39% | -$127K | 0.02% | 697 |
|
|
2021
Q1 | $311K | Sell |
741
-80
| -10% | -$33.6K | 0.03% | 507 |
|
|
2020
Q4 | $337K | Sell |
821
-1,131
| -58% | -$464K | 0.04% | 444 |
|
|
2020
Q3 | $808K | Buy |
+1,952
| New | +$808K | 0.06% | 300 |
|
|
2020
Q1 | – | Sell |
-923
| Closed | -$338K | – | 271 |
|
|
2019
Q4 | $338K | Buy |
+923
| New | +$338K | 0.04% | 390 |
|