Atria Wealth Solutions’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,143
| Closed | -$230K | – | 2057 |
|
|
2024
Q4 | $230K | Buy |
+3,143
| New | +$230K | ﹤0.01% | 1703 |
|
|
2024
Q1 | – | Sell |
-6,072
| Closed | -$275K | – | 2048 |
|
|
2023
Q4 | $275K | Sell |
6,072
-1,043
| -15% | -$47.2K | ﹤0.01% | 1547 |
|
|
2023
Q3 | $350K | Sell |
7,115
-67
| -0.9% | -$3.3K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $343K | Sell |
7,182
-351
| -5% | -$16.7K | ﹤0.01% | 1352 |
|
|
2023
Q1 | $298K | Buy |
+7,533
| New | +$298K | ﹤0.01% | 1417 |
|
|
2022
Q4 | – | Sell |
-5,862
| Closed | -$227K | – | 1876 |
|
|
2022
Q3 | $227K | Sell |
5,862
-43
| -0.7% | -$1.67K | ﹤0.01% | 1472 |
|
|
2022
Q2 | $201K | Sell |
5,905
-5,630
| -49% | -$192K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $363K | Buy |
+11,535
| New | +$363K | 0.01% | 1228 |
|