Forum Financial Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Sell |
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|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $460K | Buy |
|
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $317K | Buy |
|
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $209K | Buy |
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