Creative Planning’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.99M | Buy |
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|
2025
Q2 | $6.91M | Sell |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $5.05M | Sell |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $4M | Sell |
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|
2023
Q3 | $4.48M | Buy |
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|
2023
Q2 | $4.17M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $990K | Sell |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $750K | Buy |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q2 | $401K | Sell |
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | $637K | Buy |
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|
2017
Q2 | $576K | Sell |
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|
2017
Q1 | $713K | Buy |
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|
2016
Q4 | $480K | Buy |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $417K | Sell |
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|
2015
Q4 | $465K | Buy |
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|
2015
Q3 | $128K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $120K | Buy |
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|
2014
Q4 | $115K | Buy |
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|
2014
Q3 | $111K | Sell |
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|
2014
Q2 | $124K | Buy |
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|
2014
Q1 | $126K | Hold |
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|
2013
Q4 | $125K | Buy |
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|
2013
Q3 | $105K | Buy |
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|
2013
Q2 | $91K | Buy |
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