Carret Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $757K | Sell |
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|
2025
Q2 | $794K | Hold |
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|
2025
Q1 | $801K | Hold |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $591K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $906K | Sell |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $845K | Sell |
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|
2021
Q1 | $842K | Hold |
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|
2020
Q4 | $694K | Sell |
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|
2020
Q3 | $568K | Hold |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $489K | Buy |
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|
2019
Q4 | $899K | Buy |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $526K | Hold |
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|
2019
Q1 | $530K | Sell |
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|
2018
Q4 | $467K | Hold |
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|
2018
Q3 | $621K | Buy |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $900K | Sell |
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|
2017
Q3 | $851K | Sell |
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|
2017
Q2 | $825K | Buy |
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|
2017
Q1 | $809K | Sell |
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|
2016
Q4 | $771K | Sell |
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|
2016
Q3 | $664K | Buy |
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|
2016
Q2 | $382K | Buy |
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|
2016
Q1 | $367K | Buy |
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|
2015
Q4 | $385K | Sell |
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|
2015
Q3 | $378K | Sell |
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|
2015
Q2 | $460K | Buy |
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|
2015
Q1 | $384K | Hold |
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|
2014
Q4 | $397K | Hold |
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|
2014
Q3 | $391K | Sell |
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|
2014
Q2 | $413K | Hold |
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|
2014
Q1 | $419K | Sell |
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|
2013
Q4 | $448K | Sell |
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|
2013
Q3 | $418K | Sell |
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|
2013
Q2 | $412K | Buy |
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