Founders Capital Management (Texas)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5K | Hold |
600
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $48.9K | Hold |
600
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $43.8K | Hold |
600
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $35.7K | Hold |
600
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $30.7K | Sell |
600
-1,468
| -71% | -$75K | 0.02% | 185 |
|
|
2024
Q1 | $111K | Buy |
2,068
+11
| +0.5% | +$590 | 0.08% | 79 |
|
|
2023
Q4 | $93K | Buy |
2,057
+12
| +0.6% | +$543 | 0.07% | 85 |
|
|
2023
Q3 | $101K | Buy |
2,045
+11
| +0.5% | +$541 | 0.08% | 76 |
|
|
2023
Q2 | $97K | Buy |
2,034
+210
| +12% | +$10K | 0.07% | 91 |
|
|
2023
Q1 | $72K | Buy |
1,824
+10
| +0.6% | +$395 | 0.06% | 114 |
|
|
2022
Q4 | $74K | Buy |
1,814
+10
| +0.6% | +$408 | 0.06% | 104 |
|
|
2022
Q3 | $70K | Buy |
1,804
+10
| +0.6% | +$388 | 0.06% | 104 |
|
|
2022
Q2 | $61K | Buy |
1,794
+22
| +1% | +$748 | 0.05% | 112 |
|
|
2022
Q1 | $44K | Hold |
1,772
| – | – | 0.03% | 131 |
|
|
2021
Q4 | $44K | Buy |
1,772
+14
| +0.8% | +$348 | 0.03% | 131 |
|
|
2021
Q3 | $44K | Buy |
1,758
+613
| +54% | +$15.3K | 0.03% | 130 |
|
|
2021
Q2 | $33K | Buy |
1,145
+11
| +1% | +$317 | 0.02% | 152 |
|
|
2021
Q1 | $32K | Buy |
1,134
+12
| +1% | +$339 | 0.02% | 143 |
|
|
2020
Q4 | $26K | Buy |
+1,122
| New | +$26K | 0.02% | 168 |
|