AA
Addison Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
1,662
+71
| +4% | +$5.73K | 0.03% | 269 |
|
|
2025
Q1 | $130K | Sell |
1,591
-19
| -1% | -$1.55K | 0.04% | 263 |
|
|
2024
Q4 | $118K | Buy |
1,610
+41
| +3% | +$2.99K | 0.03% | 276 |
|
|
2024
Q3 | $93.3K | Buy |
1,569
+127
| +9% | +$7.55K | 0.03% | 316 |
|
|
2024
Q2 | $73.7K | Buy |
1,442
+280
| +24% | +$14.3K | 0.02% | 323 |
|
|
2024
Q1 | $62.4K | Hold |
1,162
| – | – | 0.02% | 332 |
|
|
2023
Q4 | $52.5K | Hold |
1,162
| – | – | 0.02% | 351 |
|
|
2023
Q3 | $57.2K | Hold |
1,162
| – | – | 0.03% | 307 |
|
|
2023
Q2 | $55.4K | Hold |
1,162
| – | – | 0.03% | 310 |
|
|
2023
Q1 | $46K | Sell |
1,162
-11
| -0.9% | -$435 | 0.03% | 307 |
|
|
2022
Q4 | $48.1K | Hold |
1,173
| – | – | 0.03% | 292 |
|
|
2022
Q3 | $46K | Hold |
1,173
| – | – | 0.03% | 274 |
|
|
2022
Q2 | $40K | Hold |
1,173
| – | – | 0.02% | 287 |
|
|
2022
Q1 | $37K | Buy |
1,173
+500
| +74% | +$15.8K | 0.02% | 326 |
|
|
2021
Q4 | $17K | Buy |
+673
| New | +$17K | 0.01% | 357 |
|