Waverly 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 | $278K | Buy |
1,139
+95
| +9% | +$23.2K | ﹤0.01% | 999 |
|
|
2025
Q1 | $276K | Buy |
1,044
+208
| +25% | +$55K | ﹤0.01% | 947 |
|
|
2024
Q4 | $212K | Buy |
+836
| New | +$212K | ﹤0.01% | 908 |
|
|
2024
Q1 | – | Sell |
-7,594
| Closed | -$3.48M | – | 700 |
|
|
2023
Q4 | $3.48M | Buy |
+7,594
| New | +$3.48M | 0.13% | 105 |
|
|
2018
Q4 | – | Sell |
-918
| Closed | -$311K | – | 161 |
|
|
2018
Q3 | $311K | Hold |
918
| – | – | 0.05% | 147 |
|
|
2018
Q2 | $273K | Hold |
918
| – | – | 0.04% | 153 |
|
|
2018
Q1 | $247K | Sell |
918
-793
| -46% | -$213K | 0.04% | 154 |
|
|
2017
Q4 | $424K | Hold |
1,711
| – | – | 0.06% | 156 |
|
|
2017
Q3 | $417K | Buy |
+1,711
| New | +$417K | 0.09% | 148 |
|