Montag & Caldwell’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	-2,450	Closed	-$1.12M	–	84
2023 Q4	$1.12M	Sell	2,450 -86	-3%	-$39.4K	0.2%	38
2023 Q3	$1.23M	Buy	2,536 +1,407	+125%	+$685K	0.16%	36
2023 Q2	$505K	Buy	+1,129	New	+$505K	0.06%	63