Asset Dedication LLC’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
170
| – | – | ﹤0.01% | 765 |
|
|
2025
Q1 | $13.8K | Sell |
170
-33
| -16% | -$2.69K | ﹤0.01% | 713 |
|
|
2024
Q4 | $14.8K | Hold |
203
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $12.1K | Hold |
203
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $10.4K | Hold |
203
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $11K | Hold |
203
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $9K | Hold |
203
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $10K | Buy |
203
+170
| +515% | +$8.37K | ﹤0.01% | 686 |
|
|
2023
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 882 |
|
|
2023
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 968 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | – | – | 462 |
|
|
2016
Q1 | $0 | Sell |
14
-96
| -87% | – | ﹤0.01% | 636 |
|
|
2015
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 495 |
|