JFS 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 | $5.38K | Sell |
22
-7
| -24% | -$1.71K | ﹤0.01% | 1058 |
|
2025
Q1 | $7.67K | Buy |
29
+25
| +625% | +$6.62K | ﹤0.01% | 971 |
|
2024
Q4 | $1.02K | Sell |
4
-24
| -86% | -$6.09K | ﹤0.01% | 1669 |
|
2024
Q3 | $8.87K | Buy |
28
+4
| +17% | +$1.27K | ﹤0.01% | 898 |
|
2024
Q2 | $8.97K | Sell |
24
-3
| -11% | -$1.12K | ﹤0.01% | 829 |
|
2024
Q1 | $9.36K | Sell |
27
-12
| -31% | -$4.16K | ﹤0.01% | 833 |
|
2023
Q4 | $17.9K | Buy |
39
+6
| +18% | +$2.75K | ﹤0.01% | 611 |
|
2023
Q3 | $16.1K | Buy |
33
+1
| +3% | +$487 | ﹤0.01% | 598 |
|
2023
Q2 | $14.3K | Sell |
32
-2
| -6% | -$894 | ﹤0.01% | 614 |
|
2023
Q1 | $16.5K | Sell |
34
-7
| -17% | -$3.4K | ﹤0.01% | 577 |
|
2022
Q4 | $21K | Buy |
41
+3
| +8% | +$1.54K | ﹤0.01% | 525 |
|
2022
Q3 | $18K | Buy |
38
+5
| +15% | +$2.37K | ﹤0.01% | 592 |
|
2022
Q2 | $15K | Buy |
33
+6
| +22% | +$2.73K | ﹤0.01% | 649 |
|
2022
Q1 | $12K | Buy |
27
+15
| +125% | +$6.67K | ﹤0.01% | 739 |
|
2021
Q4 | $6K | Buy |
12
+9
| +300% | +$4.5K | ﹤0.01% | 760 |
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 807 |
|
2020
Q1 | – | Sell |
-11
| Closed | -$4K | – | 532 |
|
2019
Q4 | $4K | Buy |
11
+9
| +450% | +$3.27K | ﹤0.01% | 419 |
|
2019
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 477 |
|
2016
Q3 | – | Sell |
-19
| Closed | -$3K | – | 501 |
|
2016
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 460 |
|
2016
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 485 |
|
2015
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 486 |
|
2015
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 419 |
|
2015
Q2 | $4K | Sell |
19
-19
| -50% | -$4K | ﹤0.01% | 421 |
|
2015
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 390 |
|
2014
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 435 |
|
2014
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 384 |
|
2014
Q2 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 372 |
|
2013
Q3 | – | Sell |
-4,436
| Closed | -$374K | – | 125 |
|
2013
Q2 | $374K | Buy |
+4,436
| New | +$374K | 0.19% | 71 |
|