MWM
Mascoma Wealth Management’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Hold |
242
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $64K | Hold |
242
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $61.4K | Sell |
242
-42
| -15% | -$10.7K | 0.02% | 181 |
|
|
2024
Q3 | $90K | Sell |
284
-42
| -13% | -$13.3K | 0.02% | 148 |
|
|
2024
Q2 | $122K | Sell |
326
-104
| -24% | -$38.9K | 0.03% | 120 |
|
|
2024
Q1 | $149K | Hold |
430
| – | – | 0.04% | 110 |
|
|
2023
Q4 | $197K | Hold |
430
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $209K | Hold |
430
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $212K | Hold |
430
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $228K | Hold |
430
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $220K | Hold |
430
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $209K | Hold |
430
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $201K | Hold |
430
| – | – | 0.07% | 110 |
|
|
2022
Q1 | $187K | Hold |
430
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $199K | Hold |
430
| – | – | 0.07% | 108 |
|
|
2021
Q3 | $167K | Buy |
+430
| New | +$167K | 0.06% | 113 |
|
|
2021
Q2 | – | Sell |
-430
| Closed | -$180K | – | 257 |
|
|
2021
Q1 | $180K | Buy |
+430
| New | +$180K | 0.08% | 107 |
|
|
2019
Q3 | – | Sell |
-430
| Closed | -$114K | – | 201 |
|
|
2019
Q2 | $114K | Hold |
430
| – | – | 0.07% | 107 |
|
|
2019
Q1 | $114K | Hold |
430
| – | – | 0.08% | 99 |
|
|
2018
Q4 | $123K | Hold |
430
| – | – | 0.09% | 88 |
|
|
2018
Q3 | $146K | Hold |
430
| – | – | 0.1% | 92 |
|
|
2018
Q2 | $128K | Hold |
430
| – | – | 0.09% | 94 |
|
|
2018
Q1 | $116K | Hold |
430
| – | – | 0.08% | 100 |
|
|
2017
Q4 | $119K | Hold |
430
| – | – | 0.07% | 97 |
|
|
2017
Q3 | $105K | Hold |
430
| – | – | 0.07% | 109 |
|
|
2017
Q2 | $103K | Hold |
430
| – | – | 0.07% | 114 |
|
|
2017
Q1 | $89K | Hold |
430
| – | – | 0.06% | 106 |
|
|
2016
Q4 | $88K | Buy |
+430
| New | +$88K | 0.06% | 107 |
|