Belpointe Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
8,091
+810
| +11% | +$65.4K | 0.03% | 486 |
|
|
2025
Q1 | $593K | Sell |
7,281
-1,870
| -20% | -$152K | 0.03% | 516 |
|
|
2024
Q4 | $508K | Buy |
9,151
+189
| +2% | +$10.5K | 0.03% | 500 |
|
|
2024
Q3 | $533K | Sell |
8,962
-564
| -6% | -$33.5K | 0.03% | 486 |
|
|
2024
Q2 | $487K | Buy |
9,526
+765
| +9% | +$39.1K | 0.03% | 467 |
|
|
2024
Q1 | $470K | Buy |
8,761
+368
| +4% | +$19.7K | 0.04% | 448 |
|
|
2023
Q4 | $380K | Buy |
8,393
+263
| +3% | +$11.9K | 0.03% | 450 |
|
|
2023
Q3 | $400K | Buy |
+8,130
| New | +$400K | 0.04% | 396 |
|
|
2023
Q2 | – | Sell |
-7,316
| Closed | -$289K | – | 3232 |
|
|
2023
Q1 | $289K | Sell |
7,316
-7,025
| -49% | -$278K | 0.02% | 774 |
|
|
2022
Q4 | $588K | Sell |
14,341
-9,682
| -40% | -$397K | 0.04% | 468 |
|
|
2022
Q3 | $932K | Sell |
24,023
-2,998
| -11% | -$116K | 0.06% | 313 |
|
|
2022
Q2 | $919K | Buy |
27,021
+18,829
| +230% | +$640K | 0.06% | 317 |
|
|
2022
Q1 | $258K | Buy |
+8,192
| New | +$258K | 0.02% | 798 |
|