Cherry Tree Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
179
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $14.6K | Hold |
179
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $13.1K | Sell |
179
-53
| -23% | -$3.87K | ﹤0.01% | 382 |
|
|
2024
Q3 | $13.8K | Sell |
232
-52
| -18% | -$3.09K | ﹤0.01% | 381 |
|
|
2024
Q2 | $14.5K | Hold |
284
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $15.2K | Hold |
284
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $12.8K | Hold |
284
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $14K | Sell |
284
-61
| -18% | -$3K | ﹤0.01% | 312 |
|
|
2023
Q2 | $16.5K | Buy |
+345
| New | +$16.5K | ﹤0.01% | 303 |
|