Carson Wealth (CWM LLC)’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
14,442
+233
| +2% | +$18.8K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $1.16M | Buy |
14,209
+199
| +1% | +$16.2K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $1.02M | Sell |
14,010
-286
| -2% | -$20.9K | ﹤0.01% | 1069 |
|
|
2024
Q3 | $850K | Buy |
14,296
+3,991
| +39% | +$237K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $527K | Buy |
10,305
+2,605
| +34% | +$133K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $413K | Buy |
7,700
+3,059
| +66% | +$164K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $210K | Buy |
4,641
+49
| +1% | +$2.22K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $226K | Buy |
4,592
+1,814
| +65% | +$89.3K | ﹤0.01% | 1262 |
|
|
2023
Q2 | $133K | Sell |
2,778
-1,590
| -36% | -$76.1K | ﹤0.01% | 1423 |
|
|
2023
Q1 | $173K | Buy |
4,368
+191
| +5% | +$7.57K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $171K | Sell |
4,177
-22
| -0.5% | -$901 | ﹤0.01% | 1152 |
|
|
2022
Q3 | $163K | Buy |
4,199
+365
| +10% | +$14.2K | ﹤0.01% | 1129 |
|
|
2022
Q2 | $130K | Sell |
3,834
-2,058
| -35% | -$69.8K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $186K | Buy |
5,892
+4,285
| +267% | +$135K | ﹤0.01% | 1062 |
|
|
2021
Q4 | $39K | Buy |
+1,607
| New | +$39K | ﹤0.01% | 1681 |
|
|
2021
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q1 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q4 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q3 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q1 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q4 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q3 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q1 | $32K | Buy |
1,142
+704
| +161% | +$19.7K | ﹤0.01% | 1589 |
|
|
2018
Q4 | $13K | Buy |
438
+380
| +655% | +$11.3K | ﹤0.01% | 1253 |
|
|
2018
Q3 | $2K | Sell |
58
-20
| -26% | -$690 | ﹤0.01% | 1570 |
|
|
2018
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 1068 |
|
|
2017
Q1 | – | Sell |
-403
| Closed | -$18K | – | 1323 |
|
|
2016
Q4 | $18K | Buy |
+403
| New | +$18K | ﹤0.01% | 608 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$13K | – | 753 |
|
|
2015
Q3 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 420 |
|