Dorsey & Whitney Trust’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
6,234
-792
| -11% | -$64K | 0.03% | 418 |
|
|
2025
Q1 | $572K | Buy |
7,026
+54
| +0.8% | +$4.4K | 0.03% | 382 |
|
|
2024
Q4 | $509K | Buy |
6,972
+2
| +0% | +$146 | 0.03% | 390 |
|
|
2024
Q3 | $414K | Sell |
6,970
-191
| -3% | -$11.4K | 0.02% | 431 |
|
|
2024
Q2 | $366K | Hold |
7,161
| – | – | 0.03% | 408 |
|
|
2024
Q1 | $384K | Sell |
7,161
-79
| -1% | -$4.24K | 0.03% | 404 |
|
|
2023
Q4 | $327K | Hold |
7,240
| – | – | 0.03% | 428 |
|
|
2023
Q3 | $356K | Hold |
7,240
| – | – | 0.03% | 386 |
|
|
2023
Q2 | $345K | Hold |
7,240
| – | – | 0.03% | 405 |
|
|
2023
Q1 | $286K | Hold |
7,240
| – | – | 0.03% | 432 |
|
|
2022
Q4 | $297K | Hold |
7,240
| – | – | 0.03% | 413 |
|
|
2022
Q3 | $281K | Sell |
7,240
-55
| -0.8% | -$2.14K | 0.03% | 421 |
|
|
2022
Q2 | $248K | Hold |
7,295
| – | – | 0.03% | 453 |
|
|
2022
Q1 | $230K | Buy |
+7,295
| New | +$230K | 0.02% | 502 |
|
|
2021
Q1 | – | Sell |
-9,343
| Closed | -$214K | – | 539 |
|
|
2020
Q4 | $214K | Buy |
+9,343
| New | +$214K | 0.02% | 429 |
|