MWM
MinichMacGregor Wealth Management’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$10.2K | – | 321 |
|
|
2022
Q4 | $10.2K | Buy |
+20
| New | +$10.2K | ﹤0.01% | 409 |
|
|
2019
Q1 | – | Sell |
-9,798
| Closed | -$2.39M | – | 78 |
|
|
2018
Q4 | $2.39M | Buy |
9,798
+9,581
| +4,415% | +$2.33M | 1.63% | 18 |
|
|
2018
Q3 | $73K | Hold |
217
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $64K | Hold |
217
| – | – | 0.05% | 101 |
|
|
2018
Q1 | $58K | Hold |
217
| – | – | 0.05% | 102 |
|
|
2017
Q4 | $53K | Hold |
217
| – | – | 0.04% | 111 |
|
|
2017
Q3 | $52K | Hold |
217
| – | – | 0.04% | 103 |
|
|
2017
Q2 | $52K | Hold |
217
| – | – | 0.05% | 101 |
|
|
2017
Q1 | $44K | Hold |
217
| – | – | 0.04% | 109 |
|
|
2016
Q4 | $44K | Hold |
217
| – | – | 0.04% | 113 |
|
|
2016
Q3 | $38K | Hold |
217
| – | – | 0.04% | 138 |
|
|
2016
Q2 | $39K | Hold |
217
| – | – | 0.04% | 128 |
|
|
2016
Q1 | $39K | Hold |
217
| – | – | 0.04% | 123 |
|
|
2015
Q4 | $46K | Buy |
+217
| New | +$46K | 0.04% | 110 |
|