Plante Moran Financial Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$25.4K | – | 870 |
|
|
2024
Q4 | $25.4K | Buy |
+100
| New | +$26.8K | ﹤0.01% | 449 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$2.24K | – | 818 |
|
|
2023
Q2 | $2.24K | Buy |
+5
| New | +$2.52K | ﹤0.01% | 684 |
|
|
2020
Q4 | – | Sell |
-214
| Closed | -$89K | – | 945 |
|
|
2020
Q3 | $89K | Hold |
214
| – | – | 0.03% | 251 |
|
|
2020
Q2 | $83K | Hold |
214
| – | – | 0.03% | 231 |
|
|
2020
Q1 | $67K | Hold |
214
| – | – | 0.03% | 226 |
|
|
2019
Q4 | $78K | Sell |
214
-203
| -49% | -$64.4K | 0.03% | 258 |
|
|
2019
Q3 | $107K | Sell |
417
-52
| -11% | -$14.6K | 0.03% | 230 |
|
|
2019
Q2 | $124K | Buy |
469
+52
| +12% | +$13.2K | 0.04% | 200 |
|
|
2019
Q1 | $111K | Hold |
417
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $119K | Hold |
417
| – | – | 0.04% | 191 |
|
|
2018
Q3 | $141K | Hold |
417
| – | – | 0.05% | 180 |
|
|
2018
Q2 | $124K | Sell |
417
-121
| -22% | -$35.4K | 0.06% | 208 |
|
|
2018
Q1 | $145K | Hold |
538
| – | – | 0.08% | 184 |
|
|
2017
Q4 | $133K | Hold |
538
| – | – | 0.07% | 183 |
|
|
2017
Q3 | $131K | Hold |
538
| – | – | 0.08% | 165 |
|
|
2017
Q2 | $129K | Buy |
538
+64
| +14% | +$14.5K | 0.08% | 168 |
|
|
2017
Q1 | $98K | Sell |
474
-11
| -2% | -$2.27K | 0.06% | 206 |
|
|
2016
Q4 | $99K | Buy |
485
+11
| +2% | +$2.1K | 0.06% | 217 |
|
|
2016
Q3 | $84K | Hold |
474
| – | – | 0.06% | 227 |
|
|
2016
Q2 | $85K | Hold |
474
| – | – | 0.06% | 209 |
|
|
2016
Q1 | $87K | Sell |
474
-95
| -17% | -$16.5K | 0.07% | 190 |
|
|
2015
Q4 | $102K | Sell |
569
-96
| -14% | -$16.8K | 0.08% | 185 |
|
|
2015
Q3 | $119K | Buy |
665
+124
| +23% | +$22.9K | 0.09% | 158 |
|
|
2015
Q2 | $103K | Sell |
541
-16
| -3% | -$2.97K | 0.07% | 187 |
|
|
2015
Q1 | $99K | Hold |
557
| – | – | 0.07% | 192 |
|
|
2014
Q4 | $80K | Hold |
557
| – | – | 0.06% | 210 |
|
|
2014
Q3 | $73K | Hold |
557
| – | – | 0.06% | 204 |
|
|
2014
Q2 | $71K | Buy |
+557
| New | +$66K | 0.06% | 184 |
|
Other funds holding HUM
