Corient Private Wealth’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
254,780
+121,255
| +91% | +$9.79M | 0.02% | 430 |
|
|
2025
Q1 | $10.9M | Sell |
133,525
-7,099
| -5% | -$578K | 0.02% | 500 |
|
|
2024
Q4 | $10.3M | Sell |
140,624
-9,811
| -7% | -$717K | 0.02% | 511 |
|
|
2024
Q3 | $8.94M | Sell |
150,435
-4,141
| -3% | -$246K | 0.01% | 572 |
|
|
2024
Q2 | $7.9M | Sell |
154,576
-1,618
| -1% | -$82.7K | 0.01% | 579 |
|
|
2024
Q1 | $8.38M | Sell |
156,194
-14,805
| -9% | -$794K | 0.01% | 571 |
|
|
2023
Q4 | $7.73M | Sell |
170,999
-13,757
| -7% | -$622K | 0.01% | 583 |
|
|
2023
Q3 | $9.09M | Sell |
184,756
-771
| -0.4% | -$37.9K | 0.02% | 502 |
|
|
2023
Q2 | $8.85M | Buy |
185,527
+15,274
| +9% | +$729K | 0.02% | 493 |
|
|
2023
Q1 | $6.74M | Sell |
170,253
-407
| -0.2% | -$16.1K | 0.02% | 511 |
|
|
2022
Q4 | $7M | Buy |
+170,660
| New | +$7M | 0.03% | 426 |
|