Portside Wealth Group’s Humana HUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,840
| Closed | -$583K | – | 418 |
|
2024
Q3 | $583K | Sell |
1,840
-22
| -1% | -$6.97K | 0.1% | 207 |
|
2024
Q2 | $696K | Sell |
1,862
-175
| -9% | -$65.4K | 0.13% | 161 |
|
2024
Q1 | $706K | Buy |
2,037
+383
| +23% | +$133K | 0.13% | 167 |
|
2023
Q4 | $757K | Sell |
1,654
-141
| -8% | -$64.6K | 0.14% | 158 |
|
2023
Q3 | $873K | Buy |
1,795
+38
| +2% | +$18.5K | 0.16% | 132 |
|
2023
Q2 | $786K | Buy |
+1,757
| New | +$786K | 0.15% | 147 |
|