Cobblestone Capital 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 | $358K | Hold |
4,436
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $361K | Sell |
4,436
-32
| -0.7% | -$2.61K | 0.02% | 226 |
|
|
2024
Q4 | $326K | Hold |
4,468
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $266K | Hold |
4,468
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $228K | Hold |
4,468
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $240K | Sell |
4,468
-1,200
| -21% | -$64.4K | 0.02% | 250 |
|
|
2023
Q4 | $256K | Hold |
5,668
| – | – | 0.02% | 241 |
|
|
2023
Q3 | $279K | Hold |
5,668
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $270K | Hold |
5,668
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $224K | Hold |
5,668
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $233K | Sell |
5,668
-400
| -7% | -$16.4K | 0.02% | 245 |
|
|
2022
Q3 | $235K | Hold |
6,068
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $206K | Buy |
+6,068
| New | +$206K | 0.02% | 241 |
|