Laidlaw Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-731
| Closed | -$335K | – | 199 |
|
2023
Q4 | $335K | Sell |
731
-38
| -5% | -$17.4K | 0.12% | 172 |
|
2023
Q3 | $374K | Hold |
769
| – | – | 0.12% | 180 |
|
2023
Q2 | $344K | Sell |
769
-86
| -10% | -$38.5K | 0.07% | 246 |
|
2023
Q1 | $415K | Hold |
855
| – | – | 0.08% | 220 |
|
2022
Q4 | $438K | Buy |
855
+46
| +6% | +$23.6K | 0.09% | 208 |
|
2022
Q3 | $393K | Buy |
809
+110
| +16% | +$53.4K | 0.09% | 203 |
|
2022
Q2 | $327K | Buy |
699
+10
| +1% | +$4.68K | 0.07% | 254 |
|
2022
Q1 | $300K | Hold |
689
| – | – | 0.05% | 302 |
|
2021
Q4 | $320K | Buy |
+689
| New | +$320K | 0.05% | 295 |
|
2021
Q1 | – | Sell |
-689
| Closed | -$283K | – | 276 |
|
2020
Q4 | $283K | Sell |
689
-26
| -4% | -$10.7K | 0.06% | 273 |
|
2020
Q3 | $296K | Hold |
715
| – | – | 0.13% | 154 |
|
2020
Q2 | $277K | Sell |
715
-6
| -0.8% | -$2.32K | 0.14% | 138 |
|
2020
Q1 | $226K | Buy |
721
+17
| +2% | +$5.33K | 0.15% | 133 |
|
2019
Q4 | $258K | Buy |
+704
| New | +$258K | 0.16% | 136 |
|