Kingswood 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 | $1.99M | Sell |
8,136
-359
| -4% | -$87.8K | 0.16% | 141 |
|
|
2025
Q1 | $2.25M | Sell |
8,495
-884
| -9% | -$234K | 0.21% | 115 |
|
|
2024
Q4 | $2.38M | Buy |
9,379
+1,751
| +23% | +$444K | 0.18% | 124 |
|
|
2024
Q3 | $2.42M | Buy |
7,628
+48
| +0.6% | +$15.2K | 0.17% | 132 |
|
|
2024
Q2 | $2.83M | Buy |
7,580
+2,912
| +62% | +$1.09M | 0.26% | 84 |
|
|
2024
Q1 | $1.62M | Sell |
4,668
-3,336
| -42% | -$1.16M | 0.19% | 135 |
|
|
2023
Q4 | $3.66M | Buy |
8,004
+575
| +8% | +$263K | 0.42% | 45 |
|
|
2023
Q3 | $3.92M | Buy |
7,429
+2
| +0% | +$1.06K | 0.67% | 29 |
|
|
2023
Q2 | $3.32M | Buy |
+7,427
| New | +$3.32M | 1.06% | 18 |
|