AE 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 | $688K | Sell |
8,525
-125,457
| -94% | -$10.1M | 0.01% | 823 |
|
|
2025
Q1 | $10.9M | Buy |
133,982
+127,157
| +1,863% | +$10.4M | 0.09% | 229 |
|
|
2024
Q4 | $498K | Buy |
6,825
+430
| +7% | +$31.4K | ﹤0.01% | 914 |
|
|
2024
Q3 | $380K | Buy |
6,395
+1,768
| +38% | +$105K | ﹤0.01% | 958 |
|
|
2024
Q2 | $236K | Buy |
+4,627
| New | +$236K | ﹤0.01% | 1106 |
|
|
2024
Q1 | – | Sell |
-11,224
| Closed | -$532K | – | 1936 |
|
|
2023
Q4 | $532K | Sell |
11,224
-3,093
| -22% | -$147K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $704K | Sell |
14,317
-1,323
| -8% | -$65.1K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $746K | Sell |
15,640
-382,368
| -96% | -$18.2M | ﹤0.01% | 1202 |
|
|
2023
Q1 | $15.7M | Buy |
398,008
+391,134
| +5,690% | +$15.5M | 0.1% | 238 |
|
|
2022
Q4 | $282K | Sell |
6,874
-1,588
| -19% | -$65.2K | ﹤0.01% | 1523 |
|
|
2022
Q3 | $328K | Sell |
8,462
-2,291
| -21% | -$88.8K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $366K | Sell |
10,753
-1,079
| -9% | -$36.7K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $373K | Buy |
11,832
+2,584
| +28% | +$81.5K | ﹤0.01% | 1335 |
|
|
2021
Q4 | $227K | Buy |
+9,248
| New | +$227K | ﹤0.01% | 1561 |
|
|
2021
Q3 | – | Sell |
-7,566
| Closed | -$215K | – | 1686 |
|
|
2021
Q2 | $215K | Sell |
7,566
-109
| -1% | -$3.1K | ﹤0.01% | 1475 |
|
|
2021
Q1 | $214K | Buy |
+7,675
| New | +$214K | ﹤0.01% | 1381 |
|
|
2020
Q4 | – | Sell |
-18,862
| Closed | -$317K | – | 1411 |
|
|
2020
Q3 | $317K | Buy |
18,862
+4,023
| +27% | +$67.6K | ﹤0.01% | 1020 |
|
|
2020
Q2 | $246K | Buy |
14,839
+1,298
| +10% | +$21.5K | ﹤0.01% | 1094 |
|
|
2020
Q1 | $203K | Sell |
13,541
-150
| -1% | -$2.25K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $399K | Sell |
13,691
-3,557
| -21% | -$104K | 0.01% | 806 |
|
|
2019
Q3 | $513K | Buy |
17,248
+2,952
| +21% | +$87.8K | 0.01% | 611 |
|
|
2019
Q2 | $480K | Buy |
14,296
+1,414
| +11% | +$47.5K | 0.01% | 600 |
|
|
2019
Q1 | $436K | Sell |
12,882
-53
| -0.4% | -$1.79K | 0.03% | 369 |
|
|
2018
Q4 | $380K | Sell |
12,935
-193
| -1% | -$5.67K | 0.07% | 297 |
|
|
2018
Q3 | $513K | Buy |
+13,128
| New | +$513K | 0.03% | 313 |
|