Brown Advisory’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
6,445
+753
| +13% | +$60.8K | ﹤0.01% | 991 |
|
|
2025
Q1 | $464K | Sell |
5,692
-354
| -6% | -$28.8K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $442K | Sell |
6,046
-728
| -11% | -$53.2K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $403K | Buy |
6,774
+883
| +15% | +$52.5K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $301K | Hold |
5,891
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q1 | $316K | Buy |
5,891
+1,379
| +31% | +$74K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $204K | Buy |
+4,512
| New | +$204K | ﹤0.01% | 1157 |
|
|
2018
Q4 | – | Sell |
-19,836
| Closed | -$775K | – | 1336 |
|
|
2018
Q3 | $775K | Buy |
+19,836
| New | +$775K | ﹤0.01% | 871 |
|
|
2018
Q2 | – | Sell |
-7,200
| Closed | -$343K | – | 1319 |
|
|
2018
Q1 | $343K | Sell |
7,200
-599
| -8% | -$28.5K | ﹤0.01% | 929 |
|
|
2017
Q4 | $428K | Buy |
+7,799
| New | +$428K | ﹤0.01% | 921 |
|
|
2014
Q2 | – | Sell |
-18,699
| Closed | -$660K | – | 999 |
|
|
2014
Q1 | $660K | Sell |
18,699
-298
| -2% | -$10.5K | ﹤0.01% | 613 |
|
|
2013
Q4 | $666K | Buy |
18,997
+1,845
| +11% | +$64.7K | ﹤0.01% | 591 |
|
|
2013
Q3 | $522K | Buy |
17,152
+8,554
| +99% | +$260K | ﹤0.01% | 613 |
|
|
2013
Q2 | $253K | Buy |
+8,598
| New | +$253K | ﹤0.01% | 734 |
|