Edgestream Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
37,967
+3,012
| +9% | +$243K | 0.09% | 428 |
|
|
2025
Q1 | $2.85M | Sell |
34,955
-96,993
| -74% | -$7.9M | 0.1% | 391 |
|
|
2024
Q4 | $9.64M | Buy |
+131,948
| New | +$9.64M | 0.41% | 15 |
|
|
2024
Q3 | – | Sell |
-4,562
| Closed | -$233K | – | 1093 |
|
|
2024
Q2 | $233K | Sell |
4,562
-97,877
| -96% | -$5M | 0.01% | 785 |
|
|
2024
Q1 | $5.5M | Buy |
+102,439
| New | +$5.5M | 0.27% | 87 |
|
|
2023
Q3 | – | Sell |
-9,398
| Closed | -$448K | – | 986 |
|
|
2023
Q2 | $448K | Sell |
9,398
-12,788
| -58% | -$610K | 0.04% | 554 |
|
|
2023
Q1 | $878K | Sell |
22,186
-46,073
| -67% | -$1.82M | 0.1% | 316 |
|
|
2022
Q4 | $2.8M | Sell |
68,259
-110,715
| -62% | -$4.54M | 0.31% | 90 |
|
|
2022
Q3 | $6.94M | Buy |
178,974
+106,199
| +146% | +$4.12M | 0.54% | 44 |
|
|
2022
Q2 | $2.48M | Buy |
72,775
+62,264
| +592% | +$2.12M | 0.2% | 171 |
|
|
2022
Q1 | $331K | Buy |
+10,511
| New | +$331K | 0.03% | 469 |
|
|
2020
Q4 | – | Sell |
-21,507
| Closed | -$362K | – | 427 |
|
|
2020
Q3 | $362K | Sell |
21,507
-128,519
| -86% | -$2.16M | 0.02% | 261 |
|
|
2020
Q2 | $2.49M | Buy |
150,026
+83,579
| +126% | +$1.39M | 0.13% | 177 |
|
|
2020
Q1 | $997K | Buy |
66,447
+13,449
| +25% | +$202K | 0.09% | 201 |
|
|
2019
Q4 | $1.55M | Buy |
52,998
+14,783
| +39% | +$431K | 0.08% | 201 |
|
|
2019
Q3 | $1.14M | Buy |
+38,215
| New | +$1.14M | 0.11% | 175 |
|
|
2018
Q4 | – | Sell |
-91,955
| Closed | -$3.59M | – | 298 |
|
|
2018
Q3 | $3.59M | Sell |
91,955
-95,436
| -51% | -$3.73M | 0.61% | 61 |
|
|
2018
Q2 | $6.93M | Buy |
187,391
+25,801
| +16% | +$954K | 1.41% | 11 |
|
|
2018
Q1 | $7.69M | Buy |
+161,590
| New | +$7.69M | 1.51% | 9 |
|