Valeo Financial Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-332
| Closed | -$84.2K | – | 698 |
|
|
2024
Q4 | $84.2K | Sell |
332
-1,126
| -77% | -$286K | ﹤0.01% | 669 |
|
|
2024
Q3 | $462K | Sell |
1,458
-103
| -7% | -$32.6K | 0.01% | 422 |
|
|
2024
Q2 | $583K | Buy |
1,561
+129
| +9% | +$48.2K | 0.02% | 348 |
|
|
2024
Q1 | $452K | Buy |
1,432
+447
| +45% | +$141K | 0.02% | 403 |
|
|
2023
Q4 | $451K | Sell |
985
-155
| -14% | -$71K | 0.02% | 392 |
|
|
2023
Q3 | $555K | Buy |
1,140
+644
| +130% | +$313K | 0.03% | 309 |
|
|
2023
Q2 | $222K | Sell |
496
-521
| -51% | -$233K | 0.01% | 513 |
|
|
2023
Q1 | $494K | Buy |
1,017
+300
| +42% | +$146K | 0.02% | 343 |
|
|
2022
Q4 | $367K | Buy |
+717
| New | +$367K | 0.02% | 336 |
|
|
2022
Q2 | – | Sell |
-990
| Closed | -$431K | – | 530 |
|
|
2022
Q1 | $431K | Buy |
990
+521
| +111% | +$227K | 0.02% | 343 |
|
|
2021
Q4 | $218K | Buy |
+469
| New | +$218K | 0.01% | 476 |
|
|
2021
Q2 | – | Sell |
-6,611
| Closed | -$2.77M | – | 1016 |
|
|
2021
Q1 | $2.77M | Buy |
6,611
+5
| +0.1% | +$2.1K | 0.13% | 90 |
|
|
2020
Q4 | $2.71M | Buy |
6,606
+6,592
| +47,086% | +$2.7M | 0.14% | 82 |
|
|
2020
Q3 | $6K | Sell |
14
-69
| -83% | -$29.6K | ﹤0.01% | 1167 |
|
|
2020
Q2 | $32K | Sell |
83
-10
| -11% | -$3.86K | ﹤0.01% | 843 |
|
|
2020
Q1 | $31K | Buy |
93
+37
| +66% | +$12.3K | ﹤0.01% | 728 |
|
|
2019
Q4 | $21K | Sell |
56
-6
| -10% | -$2.25K | ﹤0.01% | 900 |
|
|
2019
Q3 | $16K | Hold |
62
| – | – | ﹤0.01% | 893 |
|
|
2019
Q2 | $16K | Buy |
62
+15
| +32% | +$3.87K | ﹤0.01% | 903 |
|
|
2019
Q1 | $13K | Buy |
47
+14
| +42% | +$3.87K | ﹤0.01% | 880 |
|
|
2018
Q4 | $9K | Sell |
33
-10
| -23% | -$2.73K | ﹤0.01% | 900 |
|
|
2018
Q3 | $14K | Buy |
43
+5
| +13% | +$1.63K | ﹤0.01% | 862 |
|
|
2018
Q2 | $12K | Hold |
38
| – | – | ﹤0.01% | 895 |
|
|
2018
Q1 | $10K | Hold |
38
| – | – | ﹤0.01% | 917 |
|
|
2017
Q4 | $9K | Buy |
38
+9
| +31% | +$2.13K | ﹤0.01% | 855 |
|
|
2017
Q3 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 783 |
|