Sendero Wealth Management’s Humana HUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
4,440
+978
| +28% | +$239K | 0.14% | 92 |
|
2025
Q1 | $916K | Sell |
3,462
-189
| -5% | -$50K | 0.13% | 96 |
|
2024
Q4 | $926K | Hold |
3,651
| – | – | 0.14% | 86 |
|
2024
Q3 | $1.16M | Hold |
3,651
| – | – | 0.18% | 72 |
|
2024
Q2 | $1.36M | Buy |
3,651
+2,834
| +347% | +$1.06M | 0.23% | 60 |
|
2024
Q1 | $283K | Buy |
+817
| New | +$283K | 0.05% | 147 |
|
2022
Q3 | – | Sell |
-2,620
| Closed | -$348K | – | 103 |
|
2022
Q2 | $348K | Buy |
2,620
+1,965
| +300% | +$261K | 0.33% | 69 |
|
2022
Q1 | $285K | Sell |
655
-380
| -37% | -$165K | 0.13% | 76 |
|
2021
Q4 | $480K | Buy |
+1,035
| New | +$480K | 0.21% | 59 |
|