Atlas 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
Q2 | $1.45M | Sell |
18,005
-36
| -0.2% | -$2.91K | 0.18% | 106 |
|
|
2025
Q1 | $1.47M | Buy |
18,041
+2,173
| +14% | +$177K | 0.18% | 103 |
|
|
2024
Q4 | $1.16M | Buy |
15,868
+767
| +5% | +$56K | 0.15% | 119 |
|
|
2024
Q3 | $898K | Buy |
15,101
+1,102
| +8% | +$65.5K | 0.14% | 135 |
|
|
2024
Q2 | $715K | Sell |
13,999
-1,267
| -8% | -$64.8K | 0.09% | 174 |
|
|
2024
Q1 | $819K | Hold |
15,266
| – | – | 0.13% | 148 |
|
|
2023
Q4 | $690K | Buy |
15,266
+708
| +5% | +$32K | 0.1% | 166 |
|
|
2023
Q3 | $716K | Sell |
14,558
-795
| -5% | -$39.1K | 0.12% | 137 |
|
|
2023
Q2 | $732K | Sell |
15,353
-599
| -4% | -$28.6K | 0.11% | 142 |
|
|
2023
Q1 | $631K | Sell |
15,952
-1,875
| -11% | -$74.2K | 0.1% | 156 |
|
|
2022
Q4 | $731K | Sell |
17,827
-95
| -0.5% | -$3.9K | 0.12% | 138 |
|
|
2022
Q3 | $695K | Buy |
17,922
+10
| +0.1% | +$388 | 0.13% | 133 |
|
|
2022
Q2 | $609K | Buy |
17,912
+9,850
| +122% | +$335K | 0.1% | 166 |
|
|
2022
Q1 | $254K | Buy |
+8,062
| New | +$254K | 0.04% | 313 |
|
|
2019
Q4 | – | Sell |
-186
| Closed | -$5.53K | – | 673 |
|
|
2019
Q3 | $5.53K | Sell |
186
-2,278
| -92% | -$67.7K | ﹤0.01% | 604 |
|
|
2019
Q2 | $82.7K | Buy |
2,464
+2,172
| +744% | +$72.9K | 0.03% | 419 |
|
|
2019
Q1 | $5.28K | Buy |
+292
| New | +$5.28K | ﹤0.01% | 548 |
|
|
2018
Q2 | – | Sell |
-3,690
| Closed | -$176K | – | 567 |
|
|
2018
Q1 | $176K | Buy |
+3,690
| New | +$176K | 0.05% | 293 |
|