Schechter Investment Advisors’s Humana HUM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-963
| Closed | -$244K | – | 656 |
|
2024
Q4 | $244K | Buy |
+963
| New | +$244K | 0.02% | 529 |
|
2024
Q1 | – | Sell |
-444
| Closed | -$203K | – | 675 |
|
2023
Q4 | $203K | Sell |
444
-87
| -16% | -$39.8K | 0.02% | 562 |
|
2023
Q3 | $258K | Buy |
531
+50
| +10% | +$24.3K | 0.03% | 487 |
|
2023
Q2 | $215K | Sell |
481
-611
| -56% | -$273K | 0.02% | 573 |
|
2023
Q1 | $530K | Buy |
1,092
+315
| +41% | +$153K | 0.05% | 397 |
|
2022
Q4 | $398K | Buy |
777
+4
| +0.5% | +$2.05K | 0.04% | 560 |
|
2022
Q3 | $375K | Buy |
773
+211
| +38% | +$102K | 0.04% | 611 |
|
2022
Q2 | $263K | Buy |
+562
| New | +$263K | 0.03% | 753 |
|