Annis Gardner Whiting Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$3.87K | – | 827 |
|
|
2024
Q4 | $3.87K | Hold |
53
| – | – | ﹤0.01% | 634 |
|
|
2024
Q3 | $3.15K | Hold |
53
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $2.71K | Hold |
53
| – | – | ﹤0.01% | 833 |
|
|
2024
Q1 | $2.84K | Hold |
53
| – | – | ﹤0.01% | 821 |
|
|
2023
Q4 | $2.4K | Hold |
53
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $2.61K | Buy |
+53
| New | +$2.61K | ﹤0.01% | 593 |
|