Creative Planning’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
85,582
-341
| -0.4% | -$27.5K | 0.01% | 648 |
|
|
2025
Q1 | $7M | Buy |
85,923
+1,024
| +1% | +$83.4K | 0.01% | 598 |
|
|
2024
Q4 | $6.2M | Sell |
84,899
-7
| -0% | -$511 | 0.01% | 588 |
|
|
2024
Q3 | $5.05M | Sell |
84,906
-536
| -0.6% | -$31.9K | 0.01% | 635 |
|
|
2024
Q2 | $4.37M | Sell |
85,442
-204
| -0.2% | -$10.4K | ﹤0.01% | 672 |
|
|
2024
Q1 | $4.6M | Sell |
85,646
-2,746
| -3% | -$147K | 0.01% | 630 |
|
|
2023
Q4 | $4M | Sell |
88,392
-2,754
| -3% | -$125K | 0.01% | 631 |
|
|
2023
Q3 | $4.48M | Buy |
91,146
+3,794
| +4% | +$187K | 0.01% | 569 |
|
|
2023
Q2 | $4.17M | Buy |
87,352
+1,447
| +2% | +$69K | 0.01% | 576 |
|
|
2023
Q1 | $3.4M | Buy |
85,905
+4,991
| +6% | +$197K | ﹤0.01% | 603 |
|
|
2022
Q4 | $3.32M | Buy |
80,914
+11,919
| +17% | +$489K | 0.01% | 580 |
|
|
2022
Q3 | $2.68M | Buy |
68,995
+13,124
| +23% | +$509K | ﹤0.01% | 602 |
|
|
2022
Q2 | $1.9M | Buy |
55,871
+11,210
| +25% | +$381K | ﹤0.01% | 731 |
|
|
2022
Q1 | $1.41M | Buy |
44,661
+4,386
| +11% | +$138K | ﹤0.01% | 843 |
|
|
2021
Q4 | $990K | Sell |
40,275
-37,984
| -49% | -$934K | ﹤0.01% | 963 |
|
|
2021
Q3 | $1.96M | Buy |
78,259
+15,029
| +24% | +$377K | ﹤0.01% | 693 |
|
|
2021
Q2 | $1.8M | Buy |
63,230
+36,268
| +135% | +$1.03M | ﹤0.01% | 713 |
|
|
2021
Q1 | $750K | Buy |
26,962
+1,310
| +5% | +$36.4K | ﹤0.01% | 1176 |
|
|
2020
Q4 | $588K | Buy |
25,652
+1,391
| +6% | +$31.9K | ﹤0.01% | 1203 |
|
|
2020
Q3 | $408K | Buy |
24,261
+5,241
| +28% | +$88.1K | ﹤0.01% | 1225 |
|
|
2020
Q2 | $316K | Buy |
19,020
+7,629
| +67% | +$127K | ﹤0.01% | 1254 |
|
|
2020
Q1 | $171K | Sell |
11,391
-1,225
| -10% | -$18.4K | ﹤0.01% | 1412 |
|
|
2019
Q4 | $368K | Sell |
12,616
-1,564
| -11% | -$45.6K | ﹤0.01% | 1274 |
|
|
2019
Q3 | $421K | Buy |
14,180
+2,235
| +19% | +$66.4K | ﹤0.01% | 1160 |
|
|
2019
Q2 | $401K | Sell |
11,945
-312
| -3% | -$10.5K | ﹤0.01% | 1190 |
|
|
2019
Q1 | $415K | Buy |
12,257
+1,378
| +13% | +$46.7K | ﹤0.01% | 1133 |
|
|
2018
Q4 | $320K | Buy |
10,879
+368
| +4% | +$10.8K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $411K | Sell |
10,511
-47
| -0.4% | -$1.84K | ﹤0.01% | 1196 |
|
|
2018
Q2 | $391K | Buy |
10,558
+78
| +0.7% | +$2.89K | ﹤0.01% | 1201 |
|
|
2018
Q1 | $499K | Sell |
10,480
-2,047
| -16% | -$97.5K | ﹤0.01% | 1079 |
|
|
2017
Q4 | $688K | Buy |
12,527
+72
| +0.6% | +$3.95K | ﹤0.01% | 888 |
|
|
2017
Q3 | $637K | Buy |
12,455
+93
| +0.8% | +$4.76K | ﹤0.01% | 924 |
|
|
2017
Q2 | $576K | Sell |
12,362
-2,852
| -19% | -$133K | ﹤0.01% | 945 |
|
|
2017
Q1 | $713K | Buy |
15,214
+4,297
| +39% | +$201K | ﹤0.01% | 803 |
|
|
2016
Q4 | $480K | Buy |
10,917
+30
| +0.3% | +$1.32K | ﹤0.01% | 940 |
|
|
2016
Q3 | $384K | Sell |
10,887
-2,536
| -19% | -$89.4K | ﹤0.01% | 1033 |
|
|
2016
Q2 | $427K | Sell |
13,423
-55
| -0.4% | -$1.75K | ﹤0.01% | 850 |
|
|
2016
Q1 | $417K | Sell |
13,478
-500
| -4% | -$15.5K | ﹤0.01% | 825 |
|
|
2015
Q4 | $465K | Buy |
13,978
+10,000
| +251% | +$333K | ﹤0.01% | 792 |
|
|
2015
Q3 | $128K | Buy |
+3,978
| New | +$128K | ﹤0.01% | 1437 |
|
|
2015
Q2 | – | Sell |
-3,571
| Closed | -$120K | – | 2789 |
|
|
2015
Q1 | $120K | Buy |
3,571
+279
| +8% | +$9.38K | ﹤0.01% | 1471 |
|
|
2014
Q4 | $115K | Buy |
3,292
+71
| +2% | +$2.48K | ﹤0.01% | 1466 |
|
|
2014
Q3 | $111K | Sell |
3,221
-350
| -10% | -$12.1K | ﹤0.01% | 1397 |
|
|
2014
Q2 | $124K | Buy |
3,571
+1
| +0% | +$35 | ﹤0.01% | 1292 |
|
|
2014
Q1 | $126K | Hold |
3,570
| – | – | ﹤0.01% | 1250 |
|
|
2013
Q4 | $125K | Buy |
3,570
+119
| +3% | +$4.17K | ﹤0.01% | 1078 |
|
|
2013
Q3 | $105K | Buy |
3,451
+350
| +11% | +$10.6K | ﹤0.01% | 1084 |
|
|
2013
Q2 | $91K | Buy |
+3,101
| New | +$91K | ﹤0.01% | 1036 |
|