Accurate Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,731
| Closed | -$206K | – | 458 |
|
|
2025
Q1 | $206K | Sell |
2,731
-2,553
| -48% | -$192K | 0.04% | 366 |
|
|
2024
Q4 | $379K | Sell |
5,284
-350
| -6% | -$25.1K | 0.07% | 246 |
|
|
2024
Q3 | $356K | Sell |
5,634
-644
| -10% | -$40.7K | 0.07% | 261 |
|
|
2024
Q2 | $332K | Sell |
6,278
-291
| -4% | -$15.4K | 0.08% | 224 |
|
|
2024
Q1 | $337K | Sell |
6,569
-2,205
| -25% | -$113K | 0.1% | 193 |
|
|
2023
Q4 | $397K | Sell |
8,774
-2,428
| -22% | -$110K | 0.12% | 166 |
|
|
2023
Q3 | $579K | Buy |
11,202
+63
| +0.6% | +$3.26K | 0.18% | 124 |
|
|
2023
Q2 | $527K | Sell |
11,139
-518
| -4% | -$24.5K | 0.16% | 128 |
|
|
2023
Q1 | $458K | Buy |
11,657
+2,799
| +32% | +$110K | 0.16% | 142 |
|
|
2022
Q4 | $363K | Buy |
8,858
+2,095
| +31% | +$85.9K | 0.13% | 136 |
|
|
2022
Q3 | $288K | Buy |
+6,763
| New | +$288K | 0.12% | 139 |
|