Edmond de Rothschild Holding’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,367
| Closed | -$173K | – | 631 |
|
|
2024
Q4 | $173K | Hold |
2,367
| – | – | ﹤0.01% | 418 |
|
|
2024
Q3 | $141K | Hold |
2,367
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $121K | Hold |
2,367
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $127K | Hold |
2,367
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $107K | Hold |
2,367
| – | – | ﹤0.01% | 495 |
|
|
2023
Q3 | $116K | Hold |
2,367
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $113K | Sell |
2,367
-247
| -9% | -$11.8K | ﹤0.01% | 484 |
|
|
2023
Q1 | $103K | Buy |
+2,614
| New | +$103K | ﹤0.01% | 507 |
|
|
2016
Q1 | – | Sell |
-24,000
| Closed | -$799K | – | 845 |
|
|
2015
Q4 | $799K | Buy |
24,000
+11,163
| +87% | +$372K | 0.02% | 299 |
|
|
2015
Q3 | $412K | Buy |
+12,837
| New | +$412K | 0.01% | 368 |
|