Forvis Mazars Wealth Advisors’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 | $2.31M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $882K | Buy |
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|
2020
Q2 | $808K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $202K | Buy |
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