Consolidated Planning Corp’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
75,090
+4,135
| +6% | +$334K | 0.76% | 41 |
|
|
2025
Q1 | $5.78M | Buy |
+70,955
| New | +$5.78M | 0.8% | 40 |
|
|
2024
Q3 | – | Sell |
-8,382
| Closed | -$428K | – | 222 |
|
|
2024
Q2 | $428K | Buy |
8,382
+2,730
| +48% | +$140K | 0.07% | 119 |
|
|
2024
Q1 | $303K | Buy |
5,652
+49
| +0.9% | +$2.63K | 0.05% | 135 |
|
|
2023
Q4 | $253K | Buy |
5,603
+483
| +9% | +$21.8K | 0.05% | 142 |
|
|
2023
Q3 | $252K | Buy |
+5,120
| New | +$252K | 0.06% | 133 |
|