Envestnet Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
112,985
+65,670
| +139% | +$5.3M | ﹤0.01% | 1790 |
|
|
2025
Q1 | $3.85M | Sell |
47,315
-31,818
| -40% | -$2.59M | ﹤0.01% | 2314 |
|
|
2024
Q4 | $5.78M | Buy |
79,133
+6,555
| +9% | +$479K | ﹤0.01% | 2013 |
|
|
2024
Q3 | $4.31M | Buy |
72,578
+7,419
| +11% | +$441K | ﹤0.01% | 2194 |
|
|
2024
Q2 | $3.33M | Sell |
65,159
-5,108
| -7% | -$261K | ﹤0.01% | 2289 |
|
|
2024
Q1 | $3.77M | Sell |
70,267
-83,574
| -54% | -$4.48M | ﹤0.01% | 2177 |
|
|
2023
Q4 | $6.96M | Sell |
153,841
-39,883
| -21% | -$1.8M | ﹤0.01% | 1666 |
|
|
2023
Q3 | $9.53M | Buy |
193,724
+76,851
| +66% | +$3.78M | ﹤0.01% | 1401 |
|
|
2023
Q2 | $5.57M | Sell |
116,873
-438,517
| -79% | -$20.9M | ﹤0.01% | 1648 |
|
|
2023
Q1 | $3.7M | Buy |
555,390
+459,676
| +480% | +$3.06M | ﹤0.01% | 1814 |
|
|
2022
Q4 | $3.93M | Sell |
95,714
-8,175
| -8% | -$335K | ﹤0.01% | 1734 |
|
|
2022
Q3 | $4.03M | Buy |
103,889
+23,140
| +29% | +$898K | ﹤0.01% | 1642 |
|
|
2022
Q2 | $2.75M | Buy |
80,749
+50,856
| +170% | +$1.73M | ﹤0.01% | 1895 |
|
|
2022
Q1 | $942K | Sell |
29,893
-534
| -2% | -$16.8K | ﹤0.01% | 2714 |
|
|
2021
Q4 | $748K | Sell |
30,427
-49,889
| -62% | -$1.23M | ﹤0.01% | 2818 |
|
|
2021
Q3 | $2.01M | Buy |
80,316
+7,180
| +10% | +$180K | ﹤0.01% | 2088 |
|
|
2021
Q2 | $2.08M | Sell |
73,136
-3,669
| -5% | -$104K | ﹤0.01% | 2028 |
|
|
2021
Q1 | $2.14M | Buy |
76,805
+3,827
| +5% | +$106K | ﹤0.01% | 1898 |
|
|
2020
Q4 | $1.67M | Sell |
72,978
-16,146
| -18% | -$370K | ﹤0.01% | 1870 |
|
|
2020
Q3 | $1.5M | Buy |
89,124
+27,240
| +44% | +$458K | ﹤0.01% | 1783 |
|
|
2020
Q2 | $1.03M | Sell |
61,884
-17,315
| -22% | -$287K | ﹤0.01% | 1950 |
|
|
2020
Q1 | $1.19M | Buy |
79,199
+21,308
| +37% | +$320K | ﹤0.01% | 1716 |
|
|
2019
Q4 | $1.69M | Sell |
57,891
-7,088
| -11% | -$207K | ﹤0.01% | 1711 |
|
|
2019
Q3 | $1.93M | Sell |
64,979
-39,763
| -38% | -$1.18M | ﹤0.01% | 1560 |
|
|
2019
Q2 | $3.51M | Sell |
104,742
-7,859
| -7% | -$264K | ﹤0.01% | 1240 |
|
|
2019
Q1 | $3.81M | Buy |
112,601
+1,239
| +1% | +$41.9K | 0.01% | 1148 |
|
|
2018
Q4 | $3.27M | Buy |
111,362
+82,645
| +288% | +$2.43M | 0.01% | 1094 |
|
|
2018
Q3 | $1.12M | Sell |
28,717
-8,417
| -23% | -$329K | ﹤0.01% | 713 |
|
|
2018
Q2 | $1.37M | Buy |
37,134
+19,418
| +110% | +$718K | ﹤0.01% | 935 |
|
|
2018
Q1 | $749K | Sell |
17,716
-26,129
| -60% | -$1.1M | ﹤0.01% | 1043 |
|
|
2017
Q4 | $2.41M | Sell |
43,845
-34
| -0.1% | -$1.87K | 0.01% | 873 |
|
|
2017
Q3 | $2.25M | Sell |
43,879
-3,234
| -7% | -$165K | 0.01% | 853 |
|
|
2017
Q2 | $2.2M | Buy |
47,113
+5,826
| +14% | +$272K | 0.01% | 883 |
|
|
2017
Q1 | $1.94M | Buy |
41,287
+71
| +0.2% | +$3.33K | 0.01% | 947 |
|
|
2016
Q4 | $1.81M | Sell |
41,216
-14,917
| -27% | -$655K | 0.01% | 966 |
|
|
2016
Q3 | $1.98M | Sell |
56,133
-8,532
| -13% | -$301K | 0.01% | 964 |
|
|
2016
Q2 | $2.06M | Buy |
64,665
+20,931
| +48% | +$665K | 0.01% | 1014 |
|
|
2016
Q1 | $1.35M | Buy |
43,734
+15,075
| +53% | +$466K | 0.01% | 1169 |
|
|
2015
Q4 | $954K | Buy |
28,659
+4,562
| +19% | +$152K | ﹤0.01% | 1313 |
|
|
2015
Q3 | $773K | Sell |
24,097
-24,686
| -51% | -$792K | ﹤0.01% | 1399 |
|
|
2015
Q2 | $1.74M | Buy |
48,783
+3,007
| +7% | +$108K | 0.01% | 1130 |
|
|
2015
Q1 | $1.54M | Buy |
45,776
+41,877
| +1,074% | +$1.41M | 0.01% | 1103 |
|
|
2014
Q4 | $136K | Sell |
3,899
-98
| -2% | -$3.42K | ﹤0.01% | 1093 |
|
|
2014
Q3 | $137K | Buy |
3,997
+395
| +11% | +$13.5K | ﹤0.01% | 1204 |
|
|
2014
Q2 | $125K | Sell |
3,602
-57
| -2% | -$1.98K | ﹤0.01% | 1143 |
|
|
2014
Q1 | $129K | Sell |
3,659
-258
| -7% | -$9.1K | ﹤0.01% | 1065 |
|
|
2013
Q4 | $137K | Sell |
3,917
-331
| -8% | -$11.6K | ﹤0.01% | 921 |
|
|
2013
Q3 | $129K | Buy |
4,248
+36
| +0.9% | +$1.09K | ﹤0.01% | 908 |
|
|
2013
Q2 | $124K | Buy |
+4,212
| New | +$124K | ﹤0.01% | 917 |
|