Bell Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Buy |
352
+36
| +11% | +$2.91K | ﹤0.01% | 337 |
|
|
2025
Q1 | $25.7K | Buy |
316
+6
| +2% | +$489 | ﹤0.01% | 326 |
|
|
2024
Q4 | $22.6K | Buy |
310
+4
| +1% | +$292 | ﹤0.01% | 353 |
|
|
2024
Q3 | $18.2K | Sell |
306
-10
| -3% | -$594 | ﹤0.01% | 424 |
|
|
2024
Q2 | $16.2K | Buy |
316
+20
| +7% | +$1.02K | ﹤0.01% | 443 |
|
|
2024
Q1 | $15.9K | Sell |
296
-11
| -4% | -$590 | ﹤0.01% | 433 |
|
|
2023
Q4 | $13.9K | Buy |
307
+33
| +12% | +$1.49K | ﹤0.01% | 451 |
|
|
2023
Q3 | $13.5K | Buy |
274
+98
| +56% | +$4.82K | ﹤0.01% | 403 |
|
|
2023
Q2 | $8.4K | Buy |
176
+24
| +16% | +$1.15K | ﹤0.01% | 583 |
|
|
2023
Q1 | $6.01K | Buy |
152
+15
| +11% | +$593 | ﹤0.01% | 697 |
|
|
2022
Q4 | $5.62K | Buy |
137
+12
| +10% | +$492 | ﹤0.01% | 749 |
|
|
2022
Q3 | $5K | Sell |
125
-39
| -24% | -$1.56K | ﹤0.01% | 721 |
|
|
2022
Q2 | $6K | Buy |
+164
| New | +$6K | ﹤0.01% | 656 |
|
|
2021
Q4 | $3K | Sell |
125
-15
| -11% | -$360 | ﹤0.01% | 1046 |
|
|
2021
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 836 |
|