Forvis Mazars Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
30,585
-37
| -0.1% | -$2.99K | 0.05% | 140 |
|
|
2025
Q1 | $2.49M | Buy |
30,622
+485
| +2% | +$39.5K | 0.06% | 133 |
|
|
2024
Q4 | $2.2M | Sell |
30,137
-716
| -2% | -$52.3K | 0.05% | 155 |
|
|
2024
Q3 | $1.83M | Sell |
30,853
-19
| -0.1% | -$1.13K | 0.04% | 174 |
|
|
2024
Q2 | $1.58M | Sell |
30,872
-745
| -2% | -$38.1K | 0.04% | 178 |
|
|
2024
Q1 | $1.7M | Sell |
31,617
-343
| -1% | -$18.4K | 0.04% | 173 |
|
|
2023
Q4 | $1.45M | Sell |
31,960
-915
| -3% | -$41.4K | 0.04% | 177 |
|
|
2023
Q3 | $1.62M | Sell |
32,875
-2,201
| -6% | -$108K | 0.05% | 166 |
|
|
2023
Q2 | $1.67M | Sell |
35,076
-298
| -0.8% | -$14.2K | 0.05% | 175 |
|
|
2023
Q1 | $1.4M | Sell |
35,374
-937
| -3% | -$37.1K | 0.05% | 176 |
|
|
2022
Q4 | $1.49M | Sell |
36,311
-2,484
| -6% | -$102K | 0.05% | 168 |
|
|
2022
Q3 | $1.51M | Sell |
38,795
-260
| -0.7% | -$10.1K | 0.06% | 162 |
|
|
2022
Q2 | $1.33M | Sell |
39,055
-605
| -2% | -$20.6K | 0.05% | 166 |
|
|
2022
Q1 | $1.25M | Sell |
39,660
-14
| -0% | -$441 | 0.05% | 136 |
|
|
2021
Q4 | $975K | Sell |
39,674
-21,291
| -35% | -$523K | 0.04% | 141 |
|
|
2021
Q3 | $1.53M | Buy |
60,965
+3,814
| +7% | +$95.6K | 0.07% | 115 |
|
|
2021
Q2 | $1.62M | Sell |
57,151
-1,101
| -2% | -$31.3K | 0.08% | 111 |
|
|
2021
Q1 | $1.62M | Buy |
58,252
+2,563
| +5% | +$71.3K | 0.08% | 108 |
|
|
2020
Q4 | $1.28M | Buy |
55,689
+3,263
| +6% | +$74.8K | 0.06% | 133 |
|
|
2020
Q3 | $882K | Buy |
52,426
+3,725
| +8% | +$62.7K | 0.05% | 145 |
|
|
2020
Q2 | $808K | Buy |
48,701
+18,225
| +60% | +$302K | 0.05% | 145 |
|
|
2020
Q1 | $457K | Buy |
30,476
+23,562
| +341% | +$353K | 0.04% | 183 |
|
|
2019
Q4 | $202K | Buy |
+6,914
| New | +$202K | 0.01% | 282 |
|