CPSC
Carl P. Sherr & Co’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
2,560
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $209K | Buy |
+2,560
| New | +$209K | 0.11% | 113 |
|
|
2023
Q2 | – | Sell |
-5,973
| Closed | -$236K | – | 119 |
|
|
2023
Q1 | $236K | Buy |
+5,973
| New | +$236K | 0.17% | 106 |
|
|
2022
Q2 | – | Sell |
-6,626
| Closed | -$209K | – | 123 |
|
|
2022
Q1 | $209K | Buy |
+6,626
| New | +$209K | 0.14% | 116 |
|