Wealthspire Advisors (New York)’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-420
| Closed | -$204K | – | 650 |
|
|
2023
Q3 | $204K | Buy |
+420
| New | +$204K | ﹤0.01% | 559 |
|
|
2023
Q2 | – | Sell |
-454
| Closed | -$220K | – | 566 |
|
|
2023
Q1 | $220K | Sell |
454
-354
| -44% | -$172K | ﹤0.01% | 490 |
|
|
2022
Q4 | $414K | Buy |
+808
| New | +$414K | 0.01% | 403 |
|
|
2021
Q2 | – | Sell |
-1,484
| Closed | -$622K | – | 504 |
|
|
2021
Q1 | $622K | Buy |
1,484
+210
| +16% | +$88K | 0.01% | 340 |
|
|
2020
Q4 | $523K | Buy |
1,274
+373
| +41% | +$153K | 0.02% | 298 |
|
|
2020
Q3 | $373K | Sell |
901
-3
| -0.3% | -$1.24K | 0.02% | 209 |
|
|
2020
Q2 | $351K | Sell |
904
-328
| -27% | -$127K | 0.02% | 186 |
|
|
2020
Q1 | $387K | Buy |
+1,232
| New | +$387K | 0.02% | 334 |
|
|
2019
Q1 | – | Sell |
-163
| Closed | -$47K | – | 384 |
|
|
2018
Q4 | $47K | Buy |
+163
| New | +$47K | ﹤0.01% | 193 |
|