Ballentine Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Sell |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $220K | Buy |
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