Brooks Moore & Associates’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
5,098
-100
| -2% | -$7.18K | 0.2% | 85 |
|
|
2025
Q1 | $423K | Hold |
5,198
| – | – | 0.24% | 78 |
|
|
2024
Q4 | $380K | Hold |
5,198
| – | – | 0.22% | 76 |
|
|
2024
Q3 | $309K | Sell |
5,198
-300
| -5% | -$17.8K | 0.18% | 78 |
|
|
2024
Q2 | $281K | Buy |
5,498
+1,700
| +45% | +$86.9K | 0.18% | 78 |
|
|
2024
Q1 | $204K | Buy |
+3,798
| New | +$204K | 0.13% | 89 |
|
|
2022
Q1 | – | Sell |
-22,348
| Closed | -$549K | – | 99 |
|
|
2021
Q4 | $549K | Sell |
22,348
-743
| -3% | -$18.3K | 0.32% | 67 |
|
|
2021
Q3 | $579K | Hold |
23,091
| – | – | 0.38% | 62 |
|
|
2021
Q2 | $656K | Hold |
23,091
| – | – | 0.42% | 61 |
|
|
2021
Q1 | $643K | Hold |
23,091
| – | – | 0.44% | 56 |
|
|
2020
Q4 | $530K | Hold |
23,091
| – | – | 0.41% | 62 |
|
|
2020
Q3 | $389K | Hold |
23,091
| – | – | 0.34% | 64 |
|
|
2020
Q2 | $383K | Hold |
23,091
| – | – | 0.36% | 64 |
|
|
2020
Q1 | $347K | Sell |
23,091
-200
| -0.9% | -$3.01K | 0.37% | 71 |
|
|
2019
Q4 | $679K | Buy |
23,291
+734
| +3% | +$21.4K | 0.54% | 57 |
|
|
2019
Q3 | $670K | Sell |
22,557
-8,125
| -26% | -$241K | 0.57% | 58 |
|
|
2019
Q2 | $1.03M | Buy |
30,682
+50
| +0.2% | +$1.68K | 0.88% | 46 |
|
|
2019
Q1 | $1.04M | Sell |
30,632
-3,763
| -11% | -$127K | 0.95% | 40 |
|
|
2018
Q4 | $1.01M | Buy |
+34,395
| New | +$1.01M | 1.02% | 37 |
|