Cornerstone Planning Group’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33K	Buy	19 +13	+217%	+$910	﹤0.01%	1047
2025 Q1	$472	Buy	+6	New	+$472	﹤0.01%	1321
2024 Q2	–	Sell	-10	Closed	-$517	–	1343
2024 Q1	$517	Buy	+10	New	+$517	﹤0.01%	932