BC
Burney Company’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Sell |
82,585
-1,013
| -1% | -$81.8K | 0.23% | 100 |
|
|
2025
Q1 | $6.81M | Sell |
83,598
-22,087
| -21% | -$1.8M | 0.25% | 90 |
|
|
2024
Q4 | $7.72M | Sell |
105,685
-14,639
| -12% | -$1.07M | 0.27% | 85 |
|
|
2024
Q3 | $7.15M | Sell |
120,324
-2,765
| -2% | -$164K | 0.25% | 94 |
|
|
2024
Q2 | $6.29M | Sell |
123,089
-5,103
| -4% | -$261K | 0.24% | 100 |
|
|
2024
Q1 | $6.88M | Sell |
128,192
-1,565
| -1% | -$84K | 0.26% | 98 |
|
|
2023
Q4 | $5.87M | Sell |
129,757
-536
| -0.4% | -$24.2K | 0.25% | 104 |
|
|
2023
Q3 | $6.41M | Sell |
130,293
-169
| -0.1% | -$8.31K | 0.3% | 84 |
|
|
2023
Q2 | $6.22M | Buy |
130,462
+1,032
| +0.8% | +$49.2K | 0.29% | 93 |
|
|
2023
Q1 | $5.12M | Buy |
129,430
+15,481
| +14% | +$612K | 0.25% | 114 |
|
|
2022
Q4 | $4.68M | Sell |
113,949
-44,765
| -28% | -$1.84M | 0.24% | 123 |
|
|
2022
Q3 | $6.16M | Buy |
158,714
+50,182
| +46% | +$1.95M | 0.34% | 86 |
|
|
2022
Q2 | $3.69M | Sell |
108,532
-5,890
| -5% | -$200K | 0.19% | 137 |
|
|
2022
Q1 | $3.61M | Sell |
114,422
-3,075
| -3% | -$96.9K | 0.17% | 159 |
|
|
2021
Q4 | $2.89M | Sell |
117,497
-38,601
| -25% | -$948K | 0.12% | 192 |
|
|
2021
Q3 | $3.91M | Buy |
156,098
+3,969
| +3% | +$99.5K | 0.18% | 149 |
|
|
2021
Q2 | $4.32M | Sell |
152,129
-16,171
| -10% | -$459K | 0.2% | 142 |
|
|
2021
Q1 | $4.68M | Sell |
168,300
-3,011
| -2% | -$83.8K | 0.23% | 128 |
|
|
2020
Q4 | $3.93M | Sell |
171,311
-78,618
| -31% | -$1.8M | 0.22% | 135 |
|
|
2020
Q3 | $4.21M | Buy |
249,929
+19,281
| +8% | +$324K | 0.26% | 120 |
|
|
2020
Q2 | $3.83M | Buy |
230,648
+103,059
| +81% | +$1.71M | 0.25% | 124 |
|
|
2020
Q1 | $1.92M | Buy |
+127,589
| New | +$1.92M | 0.15% | 169 |
|
|
2019
Q3 | – | Sell |
-7,027
| Closed | -$236K | – | 446 |
|
|
2019
Q2 | $236K | Sell |
7,027
-112
| -2% | -$3.76K | 0.01% | 417 |
|
|
2019
Q1 | $242K | Sell |
7,139
-34
| -0.5% | -$1.15K | 0.02% | 411 |
|
|
2018
Q4 | $211K | Sell |
7,173
-2,475
| -26% | -$72.8K | 0.01% | 411 |
|
|
2018
Q3 | $377K | Sell |
9,648
-11,213
| -54% | -$438K | 0.02% | 354 |
|
|
2018
Q2 | $772K | Sell |
20,861
-214,298
| -91% | -$7.93M | 0.05% | 276 |
|
|
2018
Q1 | $11.2M | Buy |
235,159
+117,149
| +99% | +$5.58M | 0.69% | 42 |
|
|
2017
Q4 | $6.48M | Buy |
118,010
+3,481
| +3% | +$191K | 0.37% | 87 |
|
|
2017
Q3 | $5.85M | Sell |
114,529
-2,412
| -2% | -$123K | 0.38% | 90 |
|
|
2017
Q2 | $5.45M | Buy |
116,941
+3,472
| +3% | +$162K | 0.36% | 93 |
|
|
2017
Q1 | $5.32M | Buy |
113,469
+669
| +0.6% | +$31.4K | 0.35% | 93 |
|
|
2016
Q4 | $4.96M | Buy |
112,800
+3,845
| +4% | +$169K | 0.34% | 96 |
|
|
2016
Q3 | $3.84M | Buy |
108,955
+6,051
| +6% | +$213K | 0.27% | 109 |
|
|
2016
Q2 | $3.27M | Buy |
102,904
+5,247
| +5% | +$167K | 0.23% | 115 |
|
|
2016
Q1 | $3.02M | Buy |
97,657
+2,745
| +3% | +$84.9K | 0.22% | 119 |
|
|
2015
Q4 | $3.17M | Sell |
94,912
-6,835
| -7% | -$228K | 0.23% | 113 |
|
|
2015
Q3 | $3.26M | Sell |
101,747
-5,561
| -5% | -$178K | 0.25% | 111 |
|
|
2015
Q2 | $3.84M | Sell |
107,308
-30,487
| -22% | -$1.09M | 0.26% | 104 |
|
|
2015
Q1 | $4.65M | Sell |
137,795
-54,073
| -28% | -$1.82M | 0.32% | 96 |
|
|
2014
Q4 | $6.69M | Buy |
191,868
+9,405
| +5% | +$328K | 0.53% | 63 |
|
|
2014
Q3 | $6.27M | Buy |
182,463
+18,393
| +11% | +$632K | 0.54% | 63 |
|
|
2014
Q2 | $5.7M | Buy |
164,070
+15,892
| +11% | +$552K | 0.49% | 68 |
|
|
2014
Q1 | $5.23M | Buy |
148,178
+31,682
| +27% | +$1.12M | 0.48% | 69 |
|
|
2013
Q4 | $4.09M | Buy |
116,496
+27,709
| +31% | +$972K | 0.4% | 83 |
|
|
2013
Q3 | $2.7M | Buy |
88,787
+18,565
| +26% | +$565K | 0.3% | 92 |
|
|
2013
Q2 | $2.06M | Buy |
+70,222
| New | +$2.06M | 0.26% | 115 |
|