Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$358K Sell
4,900
-1,600
-25% -$119K ﹤0.01% 536
2025
Q4
$511K Sell
6,500
-2,100
-24% -$161K ﹤0.01% 490
2025
Q3
$666K Sell
8,600
-300
-3% -$22.5K 0.01% 447
2025
Q2
$716K Hold
8,900
0.01% 568
2025
Q1
$712K Hold
8,900
0.01% 405
2024
Q4
$651K Buy
8,900
+100
+1% +$6.89K 0.01% 420
2024
Q3
$516K Buy
8,800
+1,200
+16% +$65.2K 0.01% 432
2024
Q2
$385K Hold
7,600
0.01% 438
2024
Q1
$408K Hold
7,600
0.01% 443
2023
Q4
$344K Hold
7,600
0.01% 453
2023
Q3
$379K Buy
7,600
+3,500
+85% +$171K 0.01% 434
2023
Q2
$195K Hold
4,100
﹤0.01% 493
2023
Q1
$160K Hold
4,100
﹤0.01% 510
2022
Q4
$169K Buy
+4,100
New +$172K ﹤0.01% 510

Other funds holding UNM