Modera Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
901
+32
| +4% | +$7.83K | ﹤0.01% | 604 |
|
|
2025
Q1 | $230K | Buy |
+869
| New | +$230K | ﹤0.01% | 569 |
|
|
2024
Q4 | – | Sell |
-693
| Closed | -$220K | – | 630 |
|
|
2024
Q3 | $220K | Sell |
693
-6
| -0.9% | -$1.9K | ﹤0.01% | 562 |
|
|
2024
Q2 | $261K | Sell |
699
-49
| -7% | -$18.3K | ﹤0.01% | 498 |
|
|
2024
Q1 | $259K | Sell |
748
-235
| -24% | -$81.5K | ﹤0.01% | 506 |
|
|
2023
Q4 | $450K | Sell |
983
-38
| -4% | -$17.4K | 0.01% | 392 |
|
|
2023
Q3 | $497K | Sell |
1,021
-37
| -3% | -$18K | 0.01% | 363 |
|
|
2023
Q2 | $473K | Buy |
1,058
+186
| +21% | +$83.2K | 0.01% | 390 |
|
|
2023
Q1 | $423K | Sell |
872
-232
| -21% | -$113K | 0.02% | 230 |
|
|
2022
Q4 | $565K | Sell |
1,104
-200
| -15% | -$102K | 0.02% | 196 |
|
|
2022
Q3 | $633K | Sell |
1,304
-333
| -20% | -$162K | 0.03% | 168 |
|
|
2022
Q2 | $766K | Sell |
1,637
-300
| -15% | -$140K | 0.04% | 163 |
|
|
2022
Q1 | $843K | Sell |
1,937
-1,387
| -42% | -$604K | 0.04% | 164 |
|
|
2021
Q4 | $1.54M | Buy |
3,324
+801
| +32% | +$372K | 0.06% | 132 |
|
|
2021
Q3 | $982K | Sell |
2,523
-435
| -15% | -$169K | 0.05% | 108 |
|
|
2021
Q2 | $1.31M | Buy |
+2,958
| New | +$1.31M | 0.07% | 90 |
|