RMR Wealth Builders’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $428K | Buy |
2,467
+15
| +0.6% | +$3.07K | 0.03% | 193 |
|
|
2025
Q4 | $628K | Hold |
2,452
| – | – | 0.05% | 152 |
|
|
2025
Q3 | $638K | Buy |
2,452
+446
| +22% | +$117K | 0.05% | 147 |
|
|
2025
Q2 | $491K | Sell |
2,006
-42
| -2% | -$10.5K | 0.04% | 168 |
|
|
2025
Q1 | $542K | Buy |
2,048
+25
| +1% | +$6.76K | 0.06% | 147 |
|
|
2024
Q4 | $513K | Sell |
2,023
-53
| -3% | -$14.2K | 0.05% | 156 |
|
|
2024
Q3 | $658K | Hold |
2,076
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $776K | Sell |
2,076
-24
| -1% | -$8.1K | 0.09% | 112 |
|
|
2024
Q1 | $728K | Buy |
2,100
+17
| +0.8% | +$6.44K | 0.09% | 120 |
|
|
2023
Q4 | $954K | Sell |
2,083
-13
| -0.6% | -$6.41K | 0.13% | 89 |
|
|
2023
Q3 | $1.02M | Sell |
2,096
-31
| -1% | -$14.6K | 0.16% | 72 |
|
|
2023
Q2 | $951K | Sell |
2,127
-76
| -3% | -$38.3K | 0.16% | 65 |
|
|
2023
Q1 | $1.07M | Sell |
2,203
-99
| -4% | -$48.9K | 0.2% | 57 |
|
|
2022
Q4 | $1.18M | Sell |
2,302
-41
| -2% | -$21.5K | 0.27% | 43 |
|
|
2022
Q3 | $1.14M | Hold |
2,343
| – | – | 0.28% | 42 |
|
|
2022
Q2 | $1.1M | Sell |
2,343
-1,512
| -39% | -$673K | 0.27% | 51 |
|
|
2022
Q1 | $1.68M | Buy |
+3,855
| New | +$1.61M | 0.36% | 45 |
|
|
2021
Q4 | – | Sell |
-4,378
| Closed | -$1.7M | – | 155 |
|
|
2021
Q3 | $1.7M | Buy |
4,378
+38
| +0.9% | +$16.1K | 0.5% | 31 |
|
|
2021
Q2 | $1.93M | Buy |
4,340
+20
| +0.5% | +$8.74K | 0.63% | 27 |
|
|
2021
Q1 | $1.81M | Buy |
4,320
+128
| +3% | +$51.1K | 0.47% | 30 |
|
|
2020
Q4 | $1.72M | Sell |
4,192
-128
| -3% | -$53.2K | 0.84% | 21 |
|
|
2020
Q3 | $1.79M | Buy |
4,320
+128
| +3% | +$51.5K | 0.46% | 39 |
|
|
2020
Q2 | $1.63M | Buy |
+4,192
| New | +$1.57M | 1.45% | 17 |
|
|
2019
Q4 | $1.6M | Buy |
+4,371
| New | +$1.39M | 1.54% | 14 |
|
Other funds holding HUM
VCM
VPM
SC
