EverSource Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
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|
2025
Q1 | $58.6K | Buy |
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|
2024
Q4 | $47.8K | Buy |
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|
2024
Q3 | $31.4K | Sell |
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|
2024
Q2 | $34.7K | Buy |
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|
2024
Q1 | $23.1K | Buy |
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|
2023
Q4 | $17.7K | Sell |
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|
2023
Q3 | $26.3K | Buy |
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|
2023
Q2 | $24.6K | Buy |
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|
2023
Q1 | $18.9K | Buy |
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|
2022
Q4 | $14.8K | Sell |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $11K | Buy |
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