WDG
Wealth Dimensions Group’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
883
-8
| -0.9% | -$1.96K | 0.05% | 160 |
|
|
2025
Q1 | $236K | Sell |
891
-22
| -2% | -$5.82K | 0.06% | 145 |
|
|
2024
Q4 | $232K | Buy |
913
+3
| +0.3% | +$761 | 0.06% | 138 |
|
|
2024
Q3 | $288K | Sell |
910
-304
| -25% | -$96.3K | 0.07% | 117 |
|
|
2024
Q2 | $454K | Sell |
1,214
-19
| -2% | -$7.1K | 0.13% | 86 |
|
|
2024
Q1 | $427K | Buy |
1,233
+282
| +30% | +$97.8K | 0.13% | 90 |
|
|
2023
Q4 | $435K | Hold |
951
| – | – | 0.14% | 86 |
|
|
2023
Q3 | $462K | Buy |
951
+3
| +0.3% | +$1.46K | 0.17% | 78 |
|
|
2023
Q2 | $424K | Buy |
948
+99
| +12% | +$44.3K | 0.15% | 86 |
|
|
2023
Q1 | $412K | Sell |
849
-10
| -1% | -$4.86K | 0.16% | 84 |
|
|
2022
Q4 | $440K | Hold |
859
| – | – | 0.18% | 80 |
|
|
2022
Q3 | $417K | Buy |
859
+50
| +6% | +$24.3K | 0.21% | 70 |
|
|
2022
Q2 | $379K | Hold |
809
| – | – | 0.18% | 86 |
|
|
2022
Q1 | $352K | Buy |
809
+200
| +33% | +$87K | 0.16% | 95 |
|
|
2021
Q4 | $282K | Hold |
609
| – | – | 0.14% | 107 |
|
|
2021
Q3 | $237K | Sell |
609
-20
| -3% | -$7.78K | 0.15% | 113 |
|
|
2021
Q2 | $278K | Hold |
629
| – | – | 0.19% | 96 |
|
|
2021
Q1 | $264K | Sell |
629
-8
| -1% | -$3.36K | 0.21% | 95 |
|
|
2020
Q4 | $261K | Buy |
+637
| New | +$261K | 0.23% | 88 |
|