EverSource Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,851
+1,132
| +157% | +$91.4K | 0.01% | 996 |
|
|
2025
Q1 | $58.6K | Buy |
719
+65
| +10% | +$5.3K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $47.8K | Buy |
654
+125
| +24% | +$9.13K | ﹤0.01% | 1211 |
|
|
2024
Q3 | $31.4K | Sell |
529
-74
| -12% | -$4.4K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $34.7K | Buy |
603
+148
| +33% | +$8.52K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $23.1K | Buy |
455
+64
| +16% | +$3.25K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $17.7K | Sell |
391
-144
| -27% | -$6.51K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $26.3K | Buy |
535
+19
| +4% | +$935 | ﹤0.01% | 1031 |
|
|
2023
Q2 | $24.6K | Buy |
516
+37
| +8% | +$1.77K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $18.9K | Buy |
479
+119
| +33% | +$4.71K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $14.8K | Sell |
360
-68
| -16% | -$2.79K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $17K | Sell |
428
-1,564
| -79% | -$62.1K | ﹤0.01% | 969 |
|
|
2022
Q2 | $68K | Buy |
1,992
+1,550
| +351% | +$52.9K | 0.02% | 512 |
|
|
2022
Q1 | $14K | Sell |
442
-7
| -2% | -$222 | ﹤0.01% | 857 |
|
|
2021
Q4 | $11K | Buy |
+449
| New | +$11K | ﹤0.01% | 941 |
|