Cerity Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
79,572
-6,776
| -8% | -$547K | 0.01% | 703 |
|
|
2025
Q1 | $7.03M | Buy |
86,348
+7,462
| +9% | +$608K | 0.01% | 608 |
|
|
2024
Q4 | $5.46M | Buy |
78,886
+7,219
| +10% | +$500K | 0.01% | 676 |
|
|
2024
Q3 | $4.26M | Buy |
71,667
+26,010
| +57% | +$1.55M | 0.01% | 766 |
|
|
2024
Q2 | $2.33M | Sell |
45,657
-3,150
| -6% | -$161K | 0.01% | 847 |
|
|
2024
Q1 | $2.62M | Buy |
48,807
+26,883
| +123% | +$1.44M | 0.01% | 872 |
|
|
2023
Q4 | $991K | Buy |
21,924
+6,338
| +41% | +$287K | ﹤0.01% | 981 |
|
|
2023
Q3 | $767K | Sell |
15,586
-12,363
| -44% | -$608K | ﹤0.01% | 823 |
|
|
2023
Q2 | $1.33M | Buy |
27,949
+17,607
| +170% | +$840K | 0.01% | 835 |
|
|
2023
Q1 | $410K | Sell |
10,342
-2,628
| -20% | -$104K | ﹤0.01% | 1394 |
|
|
2022
Q4 | $532K | Buy |
12,970
+1,274
| +11% | +$52.3K | ﹤0.01% | 919 |
|
|
2022
Q3 | $453K | Sell |
11,696
-598
| -5% | -$23.2K | 0.01% | 747 |
|
|
2022
Q2 | $418K | Buy |
12,294
+3,935
| +47% | +$134K | ﹤0.01% | 804 |
|
|
2022
Q1 | $263K | Buy |
+8,359
| New | +$263K | ﹤0.01% | 774 |
|