Charles Schwab’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 | $438M | Sell |
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|
2025
Q2 | $460M | Sell |
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|
2025
Q1 | $474M | Buy |
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|
2024
Q4 | $405M | Buy |
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|
2024
Q3 | $327M | Buy |
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|
2024
Q2 | $278M | Sell |
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|
2024
Q1 | $293M | Buy |
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|
2023
Q4 | $188M | Sell |
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|
2023
Q3 | $206M | Sell |
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|
2023
Q2 | $223M | Buy |
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|
2023
Q1 | $180M | Sell |
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|
2022
Q4 | $197M | Buy |
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|
2022
Q3 | $179M | Buy |
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|
2022
Q2 | $151M | Buy |
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|
2022
Q1 | $135M | Buy |
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|
2021
Q4 | $98.4M | Buy |
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|
2021
Q3 | $96.1M | Sell |
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|
2021
Q2 | $110M | Buy |
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|
2021
Q1 | $99.5M | Sell |
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|
2020
Q4 | $85.1M | Buy |
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|
2020
Q3 | $61M | Buy |
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|
2020
Q2 | $48.8M | Buy |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q4 | $42.4M | Buy |
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|
2019
Q3 | $42.5M | Buy |
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|
2019
Q2 | $47.6M | Buy |
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|
2019
Q1 | $47.1M | Buy |
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|
2018
Q4 | $38.7M | Buy |
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|
2018
Q3 | $50.2M | Buy |
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|
2018
Q2 | $46.5M | Buy |
|
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|
2018
Q1 | $54.2M | Buy |
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|
2017
Q4 | $60.1M | Buy |
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|
2017
Q3 | $54.6M | Buy |
|
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|
2017
Q2 | $49.4M | Buy |
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|
2017
Q1 | $48.9M | Buy |
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|
2016
Q4 | $43.8M | Sell |
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|
2016
Q3 | $46.1M | Buy |
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|
2016
Q2 | $33.7M | Buy |
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|
2016
Q1 | $23.7M | Buy |
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|
2015
Q4 | $23.7M | Buy |
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|
2015
Q3 | $22.5M | Buy |
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|
2015
Q2 | $24.7M | Buy |
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|
2015
Q1 | $22.5M | Buy |
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|
2014
Q4 | $21.8M | Sell |
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|
2014
Q3 | $22.3M | Buy |
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|
2014
Q2 | $21.8M | Buy |
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|
2014
Q1 | $21.7M | Buy |
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|
2013
Q4 | $19.9M | Buy |
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|
2013
Q3 | $17.1M | Sell |
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|
2013
Q2 | $23.9M | Buy |
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