Summit Trail Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
+7,727
| New | +$1.89M | 0.03% | 281 |
|
|
2024
Q4 | – | Sell |
-1,289
| Closed | -$410K | – | 546 |
|
|
2024
Q3 | $410K | Sell |
1,289
-160
| -11% | -$50.8K | 0.01% | 450 |
|
|
2024
Q2 | $543K | Buy |
1,449
+367
| +34% | +$137K | 0.01% | 358 |
|
|
2024
Q1 | $376K | Buy |
1,082
+50
| +5% | +$17.4K | 0.01% | 406 |
|
|
2023
Q4 | $473K | Sell |
1,032
-8
| -0.8% | -$3.67K | 0.02% | 295 |
|
|
2023
Q3 | $507K | Buy |
1,040
+308
| +42% | +$150K | 0.02% | 268 |
|
|
2023
Q2 | $328K | Buy |
732
+53
| +8% | +$23.7K | 0.01% | 354 |
|
|
2023
Q1 | $330K | Buy |
+679
| New | +$330K | 0.01% | 299 |
|
|
2018
Q1 | – | Sell |
-745
| Closed | -$206K | – | 991 |
|
|
2017
Q4 | $206K | Buy |
+745
| New | +$206K | 0.03% | 418 |
|