Concurrent Investment Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
31,415
+14
| +0% | +$1.13K | 0.05% | 369 |
|
|
2025
Q1 | $2.56M | Buy |
31,401
+11,524
| +58% | +$939K | 0.06% | 319 |
|
|
2024
Q4 | $1.45M | Buy |
19,877
+1,927
| +11% | +$141K | 0.04% | 397 |
|
|
2024
Q3 | $1.07M | Buy |
17,950
+674
| +4% | +$40.1K | 0.03% | 441 |
|
|
2024
Q2 | $883K | Buy |
17,276
+772
| +5% | +$39.5K | 0.03% | 453 |
|
|
2024
Q1 | $886K | Sell |
16,504
-484
| -3% | -$26K | 0.04% | 391 |
|
|
2023
Q4 | $768K | Buy |
+16,988
| New | +$768K | 0.04% | 382 |
|