PWAG
Polaris Wealth Advisory Group’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,400
| Closed | -$2.14M | – | 166 |
|
|
2023
Q1 | $2.14M | Buy |
+4,400
| New | +$2.14M | 0.16% | 95 |
|
|
2019
Q3 | – | Sell |
-70,590
| Closed | -$18.4M | – | 166 |
|
|
2019
Q2 | $18.4M | Buy |
+70,590
| New | +$18.4M | 1.4% | 37 |
|
|
2014
Q1 | – | Sell |
-3,102
| Closed | -$320K | – | 183 |
|
|
2013
Q4 | $320K | Buy |
3,102
+1,912
| +161% | +$197K | 0.08% | 68 |
|
|
2013
Q3 | $111K | Buy |
+1,190
| New | +$111K | 0.03% | 75 |
|