TCI Wealth Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-82
| Closed | -$39.8K | – | 1111 |
|
|
2023
Q1 | $39.8K | Sell |
82
-28
| -25% | -$13.8K | 0.01% | 490 |
|
|
2022
Q4 | $56.3K | Sell |
110
-123
| -53% | -$64.6K | 0.01% | 378 |
|
|
2022
Q3 | $113K | Buy |
233
+2
| +0.9% | +$973 | 0.02% | 234 |
|
|
2022
Q2 | $108K | Buy |
231
+2
| +0.9% | +$890 | 0.02% | 239 |
|
|
2022
Q1 | $100K | Sell |
229
-32
| -12% | -$13.4K | 0.02% | 263 |
|
|
2021
Q4 | $121K | Buy |
261
+18
| +7% | +$7.96K | 0.02% | 238 |
|
|
2021
Q3 | $95K | Buy |
243
+3
| +1% | +$1.27K | 0.01% | 294 |
|
|
2021
Q2 | $106K | Buy |
240
+150
| +167% | +$65.5K | 0.02% | 264 |
|
|
2021
Q1 | $38K | Buy |
90
+44
| +96% | +$17.6K | 0.02% | 415 |
|
|
2020
Q4 | $19K | Sell |
46
-4
| -8% | -$1.66K | 0.01% | 505 |
|
|
2020
Q3 | $21K | Buy |
50
+10
| +25% | +$4.02K | 0.01% | 442 |
|
|
2020
Q2 | $16K | Buy |
40
+9
| +29% | +$3.37K | 0.01% | 488 |
|
|
2020
Q1 | $10K | Sell |
31
-4
| -11% | -$1.35K | ﹤0.01% | 568 |
|
|
2019
Q4 | $13K | Sell |
35
-1
| -3% | -$317 | 0.01% | 651 |
|
|
2019
Q3 | $9K | Buy |
36
+6
| +20% | +$1.68K | ﹤0.01% | 665 |
|
|
2019
Q2 | $8K | Sell |
30
-1
| -3% | -$254 | ﹤0.01% | 667 |
|
|
2019
Q1 | $8K | Buy |
31
+3
| +11% | +$865 | ﹤0.01% | 671 |
|
|
2018
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 670 |
|
|
2018
Q3 | $9K | Hold |
28
| – | – | ﹤0.01% | 657 |
|
|
2018
Q2 | $8K | Buy |
28
+3
| +12% | +$879 | ﹤0.01% | 681 |
|
|
2018
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 679 |
|
|
2017
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 736 |
|
|
2017
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 696 |
|
|
2017
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 708 |
|
|
2017
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 711 |
|
|
2016
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 771 |
|
|
2016
Q3 | $4K | Buy |
25
+6
| +32% | +$1.04K | ﹤0.01% | 780 |
|
|
2016
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 836 |
|
|
2016
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 841 |
|
|
2015
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 794 |
|
|
2015
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 724 |
|
|
2015
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 682 |
|
|
2015
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 663 |
|
|
2014
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 657 |
|
|
2014
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 734 |
|
|
2014
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 754 |
|
|
2014
Q1 | $2K | Sell |
19
-3
| -14% | -$313 | ﹤0.01% | 711 |
|
|
2013
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 712 |
|
|
2013
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 633 |
|
|
2013
Q2 | $2K | Buy |
+22
| New | +$1.74K | ﹤0.01% | 582 |
|
Other funds holding HUM
TCI Wealth Advisors's HUM Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Humana (HUM) in Q2 2023, closing a stake of 82 shares — an estimated $39.8K sold.
TCI Wealth Advisors first reported a position in HUM in Q2 2013 and held it in 40 quarters. The position peaked at $121K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold HUM as of Q2 2023.
- TCI Wealth Advisors reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 82 Humana shares in Q2 2023, an estimated $39.8K.
- TCI Wealth Advisors first reported a position in Humana in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Humana position peaked at $121K in Q4 2021.
- 1,070 funds tracked by Wall St. Rank held Humana as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.