Arax Advisory Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
2,529
-7
| -0.3% | -$565 | 0.01% | 643 |
|
|
2025
Q1 | $207K | Sell |
2,536
-368
| -13% | -$30K | 0.01% | 518 |
|
|
2024
Q4 | $212K | Buy |
2,904
+1,359
| +88% | +$99.2K | 0.01% | 471 |
|
|
2024
Q3 | $91.8K | Buy |
1,545
+143
| +10% | +$8.5K | 0.01% | 520 |
|
|
2024
Q2 | $71.7K | Buy |
+1,402
| New | +$71.7K | 0.01% | 547 |
|
|
2020
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 566 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 570 |
|
|
2020
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $17K | Buy |
+500
| New | +$17K | 0.01% | 424 |
|
|
2018
Q4 | $15K | Hold |
500
| – | – | 0.01% | 406 |
|
|
2018
Q3 | $20K | Buy |
+500
| New | +$20K | 0.01% | 407 |
|