Welch & Forbes’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-773
| Closed | -$205K | – | 377 |
|
|
2025
Q1 | $205K | Buy |
+773
| New | +$205K | ﹤0.01% | 360 |
|
|
2024
Q4 | – | Sell |
-773
| Closed | -$245K | – | 385 |
|
|
2024
Q3 | $245K | Hold |
773
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $289K | Hold |
773
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $268K | Sell |
773
-2
| -0.3% | -$693 | ﹤0.01% | 351 |
|
|
2023
Q4 | $355K | Hold |
775
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $377K | Buy |
775
+1
| +0.1% | +$487 | 0.01% | 307 |
|
|
2023
Q2 | $346K | Buy |
774
+1
| +0.1% | +$447 | 0.01% | 314 |
|
|
2023
Q1 | $375K | Hold |
773
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $396K | Hold |
773
| – | – | 0.01% | 305 |
|
|
2022
Q3 | $375K | Hold |
773
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $362K | Hold |
773
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $336K | Sell |
773
-46
| -6% | -$20K | 0.01% | 325 |
|
|
2021
Q4 | $380K | Hold |
819
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $319K | Hold |
819
| – | – | 0.01% | 338 |
|
|
2021
Q2 | $363K | Hold |
819
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $343K | Hold |
819
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $336K | Hold |
819
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $339K | Hold |
819
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $318K | Sell |
819
-136
| -14% | -$52.8K | 0.01% | 287 |
|
|
2020
Q1 | $300K | Hold |
955
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $350K | Buy |
+955
| New | +$350K | 0.01% | 291 |
|