SVWAG
Sound View Wealth Advisors Group’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
1,514
+360
| +31% | +$88K | 0.03% | 316 |
|
|
2025
Q1 | $305K | Buy |
1,154
+63
| +6% | +$16.7K | 0.03% | 327 |
|
|
2024
Q4 | $277K | Buy |
1,091
+115
| +12% | +$29.2K | 0.02% | 356 |
|
|
2024
Q3 | $309K | Buy |
976
+8
| +0.8% | +$2.53K | 0.03% | 330 |
|
|
2024
Q2 | $362K | Sell |
968
-20
| -2% | -$7.47K | 0.04% | 276 |
|
|
2024
Q1 | $343K | Sell |
988
-14
| -1% | -$4.85K | 0.04% | 284 |
|
|
2023
Q4 | $459K | Buy |
1,002
+47
| +5% | +$21.5K | 0.05% | 246 |
|
|
2023
Q3 | $465K | Buy |
955
+13
| +1% | +$6.33K | 0.06% | 231 |
|
|
2023
Q2 | $421K | Sell |
942
-68
| -7% | -$30.4K | 0.06% | 240 |
|
|
2023
Q1 | $490K | Buy |
1,010
+8
| +0.8% | +$3.88K | 0.07% | 220 |
|
|
2022
Q4 | $459K | Sell |
1,002
-25
| -2% | -$11.4K | 0.05% | 246 |
|
|
2022
Q3 | $498K | Sell |
1,027
-119
| -10% | -$57.7K | 0.11% | 163 |
|
|
2022
Q2 | $536K | Buy |
1,146
+135
| +13% | +$63.1K | 0.11% | 162 |
|
|
2022
Q1 | $440K | Buy |
1,011
+20
| +2% | +$8.7K | 0.08% | 191 |
|
|
2021
Q4 | $460K | Buy |
991
+11
| +1% | +$5.11K | 0.09% | 187 |
|
|
2021
Q3 | $381K | Buy |
980
+49
| +5% | +$19.1K | 0.08% | 199 |
|
|
2021
Q2 | $412K | Sell |
931
-151
| -14% | -$66.8K | 0.09% | 195 |
|
|
2021
Q1 | $454K | Buy |
1,082
+119
| +12% | +$49.9K | 0.11% | 168 |
|
|
2020
Q4 | $395K | Sell |
963
-8
| -0.8% | -$3.28K | 0.1% | 173 |
|
|
2020
Q3 | $402K | Sell |
971
-8
| -0.8% | -$3.31K | 0.11% | 167 |
|
|
2020
Q2 | $380K | Sell |
979
-83
| -8% | -$32.2K | 0.11% | 162 |
|
|
2020
Q1 | $333K | Sell |
1,062
-111
| -9% | -$34.8K | 0.12% | 151 |
|
|
2019
Q4 | $430K | Sell |
1,173
-33
| -3% | -$12.1K | 0.12% | 150 |
|
|
2019
Q3 | $308K | Buy |
1,206
+26
| +2% | +$6.64K | 0.09% | 186 |
|
|
2019
Q2 | $313K | Buy |
+1,180
| New | +$313K | 0.09% | 188 |
|