Bartlett & Co’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-392	Closed	-$19K	–	1251
2023 Q3	$19K	Hold	392	–	–	﹤0.01%	834
2023 Q2	$19K	Hold	392	–	–	﹤0.01%	834
2023 Q1	$16K	Hold	392	–	–	﹤0.01%	752
2022 Q4	$16K	Hold	392	–	–	﹤0.01%	764
2022 Q3	$15K	Hold	392	–	–	﹤0.01%	758
2022 Q2	$13K	Hold	392	–	–	﹤0.01%	823
2022 Q1	$12K	Buy	+392	New	+$12K	﹤0.01%	804
2021 Q4	–	Sell	-392	Closed	-$10K	–	861
2021 Q3	$10K	Hold	392	–	–	﹤0.01%	702
2021 Q2	$11K	Hold	392	–	–	﹤0.01%	678
2021 Q1	$11K	Hold	392	–	–	﹤0.01%	722
2020 Q4	$9K	Hold	392	–	–	﹤0.01%	746
2020 Q3	$7K	Hold	392	–	–	﹤0.01%	710
2020 Q2	$7K	Buy	+392	New	+$7K	﹤0.01%	709
2019 Q3	$12K	Hold	392	–	–	﹤0.01%	718
2019 Q2	$13K	Hold	392	–	–	﹤0.01%	571
2019 Q1	$13K	Hold	392	–	–	﹤0.01%	563
2018 Q4	$12K	Hold	392	–	–	﹤0.01%	569
2018 Q3	$15K	Hold	392	–	–	﹤0.01%	572
2018 Q2	$15K	Hold	392	–	–	﹤0.01%	561
2018 Q1	$19K	Hold	392	–	–	﹤0.01%	542
2017 Q4	$22K	Hold	392	–	–	﹤0.01%	519
2017 Q3	$20K	Hold	392	–	–	﹤0.01%	526
2017 Q2	$18K	Hold	392	–	–	﹤0.01%	537
2017 Q1	$18K	Hold	392	–	–	﹤0.01%	546
2016 Q4	$17K	Hold	392	–	–	﹤0.01%	557
2016 Q3	$14K	Buy	392 +196	+100%	+$7K	﹤0.01%	578
2016 Q2	$6K	Hold	196	–	–	﹤0.01%	636
2016 Q1	$6K	Hold	196	–	–	﹤0.01%	629
2015 Q4	$7K	Buy	+196	New	+$7K	﹤0.01%	640
2013 Q3	–	Sell	-115	Closed	-$3K	–	866
2013 Q2	$3K	Buy	+115	New	+$3K	﹤0.01%	688