LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3K | Hold |
165
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $43.5K | Hold |
165
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $49.1K | Hold |
165
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $42.7K | Hold |
165
| – | – | ﹤0.01% | 399 |
|
|
2024
Q2 | $65.3K | Hold |
165
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $53.7K | Hold |
165
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $62.4K | Buy |
165
+50
| +43% | +$18.9K | ﹤0.01% | 384 |
|
|
2023
Q3 | $55.4K | Hold |
115
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $51.4K | Hold |
115
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $55.8K | Hold |
115
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $58.9K | Hold |
115
| – | – | ﹤0.01% | 386 |
|
|
2022
Q3 | $56K | Hold |
115
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $54K | Hold |
115
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $50K | Hold |
115
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $53K | Sell |
115
-39
| -25% | -$18K | ﹤0.01% | 457 |
|
|
2021
Q3 | $60K | Sell |
154
-8
| -5% | -$3.12K | ﹤0.01% | 442 |
|
|
2021
Q2 | $72K | Buy |
+162
| New | +$72K | ﹤0.01% | 439 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$62K | – | 489 |
|
|
2020
Q4 | $62K | Buy |
+150
| New | +$62K | ﹤0.01% | 403 |
|
|
2019
Q3 | – | Sell |
-19
| Closed | -$5K | – | 700 |
|
|
2019
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 611 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$1K | – | 757 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 694 |
|
|
2017
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 714 |
|