Envestnet Portfolio Solutions’s Unum UNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
20,552
+15,562
+312% +$1.26M 0.01% 619
2025
Q1
$407K Sell
4,990
-496
-9% -$40.4K ﹤0.01% 1141
2024
Q4
$401K Buy
5,486
+860
+19% +$62.8K ﹤0.01% 1345
2024
Q3
$275K Buy
4,626
+347
+8% +$20.6K ﹤0.01% 1493
2024
Q2
$219K Buy
+4,279
New +$219K ﹤0.01% 1546
2024
Q1
Sell
-5,614
Closed -$254K 1651
2023
Q4
$254K Sell
5,614
-589
-9% -$26.6K ﹤0.01% 1381
2023
Q3
$305K Buy
+6,203
New +$305K ﹤0.01% 1218