Forum Financial Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
6,394
+98
| +2% | +$7.91K | 0.01% | 395 |
|
|
2025
Q1 | $513K | Buy |
6,296
+2
| +0% | +$163 | 0.01% | 360 |
|
|
2024
Q4 | $460K | Buy |
6,294
+89
| +1% | +$6.5K | 0.01% | 408 |
|
|
2024
Q3 | $369K | Buy |
6,205
+1
| +0% | +$59 | 0.01% | 432 |
|
|
2024
Q2 | $317K | Buy |
6,204
+9
| +0.1% | +$460 | 0.01% | 456 |
|
|
2024
Q1 | $332K | Hold |
6,195
| – | – | 0.01% | 456 |
|
|
2023
Q4 | $280K | Hold |
6,195
| – | – | 0.01% | 479 |
|
|
2023
Q3 | $305K | Hold |
6,195
| – | – | 0.01% | 418 |
|
|
2023
Q2 | $296K | Sell |
6,195
-25
| -0.4% | -$1.19K | 0.01% | 436 |
|
|
2023
Q1 | $246K | Buy |
6,220
+72
| +1% | +$2.85K | 0.01% | 465 |
|
|
2022
Q4 | $252K | Hold |
6,148
| – | – | 0.01% | 448 |
|
|
2022
Q3 | $239K | Hold |
6,148
| – | – | 0.01% | 431 |
|
|
2022
Q2 | $209K | Buy |
+6,148
| New | +$209K | 0.01% | 509 |
|