Concurrent Investment Advisors’s Unum UNM Stock Holding History

Concurrent Investment Advisors’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.54M	Buy
2025 Q1	$2.56M	Buy
2024 Q4	$1.45M	Buy
2024 Q3	$1.07M	Buy
2024 Q2	$883K	Buy
2024 Q1	$886K	Sell
2023 Q4	$768K	Buy