Choate Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
2,811
-10
| -0.4% | -$808 | ﹤0.01% | 380 |
|
|
2025
Q1 | $230K | Buy |
+2,821
| New | +$230K | 0.01% | 366 |
|
|
2019
Q3 | – | Sell |
-7,084
| Closed | -$238K | – | 240 |
|
|
2019
Q2 | $238K | Sell |
7,084
-60
| -0.8% | -$2.02K | 0.01% | 210 |
|
|
2019
Q1 | $242K | Sell |
7,144
-155
| -2% | -$5.25K | 0.01% | 217 |
|
|
2018
Q4 | $214K | Sell |
7,299
-2,033
| -22% | -$59.6K | 0.01% | 212 |
|
|
2018
Q3 | $365K | Hold |
9,332
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $345K | Sell |
9,332
-105
| -1% | -$3.88K | 0.02% | 175 |
|
|
2018
Q1 | $449K | Sell |
9,437
-797
| -8% | -$37.9K | 0.02% | 172 |
|
|
2017
Q4 | $562K | Sell |
10,234
-1,740
| -15% | -$95.5K | 0.03% | 163 |
|
|
2017
Q3 | $612K | Hold |
11,974
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $558K | Sell |
11,974
-445
| -4% | -$20.8K | 0.03% | 158 |
|
|
2017
Q1 | $582K | Hold |
12,419
| – | – | 0.03% | 157 |
|
|
2016
Q4 | $546K | Buy |
12,419
+645
| +5% | +$28.3K | 0.03% | 152 |
|
|
2016
Q3 | $416K | Buy |
11,774
+240
| +2% | +$8.47K | 0.03% | 171 |
|
|
2016
Q2 | $367K | Buy |
11,534
+431
| +4% | +$13.7K | 0.03% | 174 |
|
|
2016
Q1 | $343K | Buy |
11,103
+2,429
| +28% | +$75.1K | 0.02% | 185 |
|
|
2015
Q4 | $303K | Sell |
8,674
-2,725
| -24% | -$95K | 0.02% | 215 |
|
|
2015
Q3 | $366K | Buy |
11,399
+2,817
| +33% | +$90.4K | 0.03% | 182 |
|
|
2015
Q2 | $307K | Buy |
8,582
+93
| +1% | +$3.33K | 0.02% | 209 |
|
|
2015
Q1 | $286K | Sell |
8,489
-185
| -2% | -$6.24K | 0.02% | 216 |
|
|
2014
Q4 | $303K | Sell |
8,674
-40
| -0.5% | -$1.4K | 0.02% | 217 |
|
|
2014
Q3 | $300K | Sell |
8,714
-1,635
| -16% | -$56.2K | 0.02% | 217 |
|
|
2014
Q2 | $360K | Sell |
10,349
-5
| -0% | -$174 | 0.02% | 208 |
|
|
2014
Q1 | $366K | Buy |
10,354
+300
| +3% | +$10.6K | 0.02% | 206 |
|
|
2013
Q4 | $353K | Buy |
10,054
+2,755
| +38% | +$96.6K | 0.02% | 208 |
|
|
2013
Q3 | $222K | Sell |
7,299
-30
| -0.4% | -$913 | 0.02% | 242 |
|
|
2013
Q2 | $215K | Buy |
+7,329
| New | +$215K | 0.02% | 246 |
|