Focused Wealth Management’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-24	Closed	-$1.08K	–	875
2023 Q4	$1.08K	Hold	24	–	–	﹤0.01%	819
2023 Q3	$1.16K	Buy	24 +1	+4%	+$48	﹤0.01%	799
2023 Q2	$1.12K	Hold	23	–	–	﹤0.01%	818
2023 Q1	$919	Hold	23	–	–	﹤0.01%	844
2022 Q4	$946	Hold	23	–	–	﹤0.01%	840
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	869
2022 Q2	$1K	Buy	23 +1	+5%	+$43	﹤0.01%	840
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	895
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	891
2021 Q3	$1K	Buy	+22	New	+$1K	﹤0.01%	883
2019 Q3	–	Sell	-6,350	Closed	-$213K	–	738
2019 Q2	$213K	Buy	6,350 +2,822	+80%	+$94.7K	0.06%	133
2019 Q1	$119K	Hold	3,528	–	–	0.04%	192
2018 Q4	$104K	Hold	3,528	–	–	0.04%	223
2018 Q3	$138K	Hold	3,528	–	–	0.05%	195
2018 Q2	$131K	Buy	3,528 +3,500	+12,500%	+$130K	0.05%	202
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	649
2017 Q4	$2K	Hold	28	–	–	﹤0.01%	608
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	604
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	662
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	650
2016 Q4	$1K	Hold	28	–	–	﹤0.01%	658
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	642
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	640
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	612
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	639
2015 Q3	$1K	Sell	28 -152	-84%	-$5.43K	﹤0.01%	639
2015 Q2	$6K	Hold	180	–	–	﹤0.01%	483
2015 Q1	$6K	Hold	180	–	–	﹤0.01%	504
2014 Q4	$6K	Hold	180	–	–	﹤0.01%	490
2014 Q3	$6K	Hold	180	–	–	﹤0.01%	490
2014 Q2	$6K	Hold	180	–	–	﹤0.01%	495
2014 Q1	$6K	Hold	180	–	–	0.01%	462
2013 Q4	$6K	Hold	180	–	–	0.01%	458
2013 Q3	$5K	Buy	+180	New	+$5K	﹤0.01%	455