Wealth Management Associates’s Humana HUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-745
| Closed | -$341K | – | 210 |
|
2023
Q4 | $341K | Hold |
745
| – | – | 0.18% | 125 |
|
2023
Q3 | $362K | Buy |
745
+110
| +17% | +$53.5K | 0.21% | 103 |
|
2023
Q2 | $284K | Buy |
635
+70
| +12% | +$31.3K | 0.16% | 136 |
|
2023
Q1 | $274K | Hold |
565
| – | – | 0.17% | 141 |
|
2022
Q4 | $289K | Sell |
565
-275
| -33% | -$141K | 0.19% | 123 |
|
2022
Q3 | $408K | Buy |
+840
| New | +$408K | 0.29% | 97 |
|