Wallace Advisory Group’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 |
-830
| Closed | -$263K | – | 192 |
|
|
2024
Q4 | $263K | Buy |
830
+6
| +0.7% | +$1.9K | 0.18% | 149 |
|
|
2024
Q3 | $308K | Sell |
824
-27
| -3% | -$10.1K | 0.23% | 118 |
|
|
2024
Q2 | $318K | Buy |
851
+170
| +25% | +$63.5K | 0.23% | 117 |
|
|
2024
Q1 | $312K | Buy |
681
+85
| +14% | +$38.9K | 0.23% | 115 |
|
|
2023
Q4 | $290K | Sell |
596
-63
| -10% | -$30.7K | 0.23% | 111 |
|
|
2023
Q3 | $295K | Sell |
659
-20
| -3% | -$8.94K | 0.21% | 118 |
|
|
2023
Q2 | $330K | Hold |
679
| – | – | 0.25% | 107 |
|
|
2023
Q1 | $330K | Buy |
679
+23
| +4% | +$11.2K | 0.25% | 107 |
|
|
2022
Q4 | $336K | Buy |
+656
| New | +$336K | 0.27% | 105 |
|