BWP

Baldwin Wealth Partners’s Unum UNM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-516	Closed	-$30.7K	–	972
2024 Q3	$30.7K	Buy	516 +116	+29%	+$6.9K	﹤0.01%	635
2024 Q2	$20.4K	Hold	400	–	–	﹤0.01%	459
2024 Q1	$21.5K	Hold	400	–	–	﹤0.01%	476
2023 Q4	$18.1K	Hold	400	–	–	﹤0.01%	513
2023 Q3	$19.7K	Hold	400	–	–	﹤0.01%	512
2023 Q2	$19.1K	Hold	400	–	–	﹤0.01%	542
2023 Q1	$15.8K	Hold	400	–	–	﹤0.01%	573
2022 Q4	$16.4K	Hold	400	–	–	﹤0.01%	560
2022 Q3	$16K	Hold	400	–	–	﹤0.01%	466
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	507
2022 Q1	$13K	Hold	400	–	–	﹤0.01%	517
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	510
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	528
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	529
2021 Q1	$11K	Hold	400	–	–	﹤0.01%	507
2020 Q4	$9K	Hold	400	–	–	﹤0.01%	465
2020 Q3	$7K	Hold	400	–	–	﹤0.01%	455
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	457
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	465
2019 Q4	$12K	Hold	400	–	–	﹤0.01%	448
2019 Q3	$12K	Hold	400	–	–	﹤0.01%	443
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	431
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	429
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	423
2018 Q3	$16K	Hold	400	–	–	﹤0.01%	429
2018 Q2	$15K	Hold	400	–	–	﹤0.01%	433
2018 Q1	$19K	Hold	400	–	–	﹤0.01%	386
2017 Q4	$22K	Hold	400	–	–	﹤0.01%	367
2017 Q3	$20K	Hold	400	–	–	﹤0.01%	371
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	381
2017 Q1	$19K	Hold	400	–	–	﹤0.01%	376
2016 Q4	$18K	Hold	400	–	–	﹤0.01%	378
2016 Q3	$14K	Hold	400	–	–	﹤0.01%	422
2016 Q2	$13K	Hold	400	–	–	﹤0.01%	375
2016 Q1	$12K	Buy	+400	New	+$12K	﹤0.01%	403