Beacon Pointe Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $334K | Buy |
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