Regent Peak Wealth Advisors’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 |
-464
| Closed | -$212K | – | 174 |
|
|
2023
Q4 | $212K | Buy |
464
+13
| +3% | +$5.95K | 0.06% | 151 |
|
|
2023
Q3 | $219K | Buy |
+451
| New | +$219K | 0.07% | 133 |
|
|
2023
Q2 | – | Sell |
-448
| Closed | -$217K | – | 161 |
|
|
2023
Q1 | $217K | Sell |
448
-11
| -2% | -$5.34K | 0.07% | 141 |
|
|
2022
Q4 | $235K | Buy |
459
+15
| +3% | +$7.68K | 0.08% | 139 |
|
|
2022
Q3 | $215K | Buy |
444
+2
| +0.5% | +$968 | 0.08% | 138 |
|
|
2022
Q2 | $206K | Buy |
+442
| New | +$206K | 0.07% | 151 |
|
|
2021
Q1 | – | Sell |
-403
| Closed | -$165K | – | 524 |
|
|
2020
Q4 | $165K | Buy |
+403
| New | +$165K | 0.06% | 159 |
|