FWP
FAS Wealth Partners’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
10,948
+57
| +0.5% | +$4.6K | 0.07% | 170 |
|
|
2025
Q1 | $887K | Buy |
10,891
+60
| +0.6% | +$4.89K | 0.07% | 160 |
|
|
2024
Q4 | $791K | Buy |
10,831
+62
| +0.6% | +$4.53K | 0.07% | 167 |
|
|
2024
Q3 | $640K | Buy |
10,769
+81
| +0.8% | +$4.82K | 0.05% | 186 |
|
|
2024
Q2 | $546K | Sell |
10,688
-696
| -6% | -$35.6K | 0.05% | 196 |
|
|
2024
Q1 | $611K | Buy |
11,384
+78
| +0.7% | +$4.19K | 0.05% | 183 |
|
|
2023
Q4 | $511K | Buy |
11,306
+90
| +0.8% | +$4.07K | 0.05% | 194 |
|
|
2023
Q3 | $552K | Buy |
11,216
+78
| +0.7% | +$3.84K | 0.06% | 179 |
|
|
2023
Q2 | $531K | Buy |
11,138
+73
| +0.7% | +$3.48K | 0.07% | 170 |
|
|
2023
Q1 | $438K | Buy |
11,065
+79
| +0.7% | +$3.13K | 0.05% | 206 |
|
|
2022
Q4 | $451K | Buy |
10,986
+90
| +0.8% | +$3.69K | 0.05% | 207 |
|
|
2022
Q3 | $423K | Buy |
10,896
+84
| +0.8% | +$3.26K | 0.05% | 195 |
|
|
2022
Q2 | $368K | Buy |
10,812
+86
| +0.8% | +$2.93K | 0.04% | 212 |
|
|
2022
Q1 | $338K | Sell |
10,726
-892
| -8% | -$28.1K | 0.03% | 221 |
|
|
2021
Q4 | $285K | Buy |
11,618
+127
| +1% | +$3.12K | 0.03% | 250 |
|
|
2021
Q3 | $288K | Buy |
11,491
+122
| +1% | +$3.06K | 0.03% | 236 |
|
|
2021
Q2 | $323K | Buy |
11,369
+99
| +0.9% | +$2.81K | 0.03% | 226 |
|
|
2021
Q1 | $314K | Buy |
11,270
+111
| +1% | +$3.09K | 0.03% | 212 |
|
|
2020
Q4 | $256K | Buy |
11,159
+502
| +5% | +$11.5K | 0.03% | 226 |
|
|
2020
Q3 | $179K | Buy |
10,657
+154
| +1% | +$2.59K | 0.02% | 232 |
|
|
2020
Q2 | $174K | Sell |
10,503
-11,819
| -53% | -$196K | 0.03% | 222 |
|
|
2020
Q1 | $335K | Buy |
+22,322
| New | +$335K | 0.06% | 160 |
|