Total Wealth Planning’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-622
| Closed | -$246K | – | 91 |
|
|
2024
Q2 | $246K | Hold |
622
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $216K | Hold |
622
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $285K | Buy |
622
+109
| +21% | +$49.9K | 0.05% | 81 |
|
|
2023
Q3 | $250K | Hold |
513
| – | – | 0.05% | 81 |
|
|
2023
Q2 | $229K | Hold |
513
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $249K | Hold |
513
| – | – | 0.05% | 77 |
|
|
2022
Q4 | $263K | Buy |
+513
| New | +$263K | 0.07% | 73 |
|