Fountainhead AM’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
5,548
+566
| +11% | +$45.7K | 0.07% | 124 |
|
|
2025
Q1 | $406K | Buy |
4,982
+27
| +0.5% | +$2.2K | 0.07% | 110 |
|
|
2024
Q4 | $362K | Buy |
4,955
+40
| +0.8% | +$2.92K | 0.07% | 105 |
|
|
2024
Q3 | $292K | Buy |
4,915
+37
| +0.8% | +$2.2K | 0.06% | 108 |
|
|
2024
Q2 | $249K | Sell |
4,878
-922
| -16% | -$47.1K | 0.06% | 112 |
|
|
2024
Q1 | $311K | Buy |
5,800
+28
| +0.5% | +$1.5K | 0.08% | 91 |
|
|
2023
Q4 | $261K | Buy |
5,772
+64
| +1% | +$2.89K | 0.07% | 91 |
|
|
2023
Q3 | $281K | Buy |
5,708
+42
| +0.7% | +$2.07K | 0.1% | 71 |
|
|
2023
Q2 | $270K | Buy |
5,666
+40
| +0.7% | +$1.91K | 0.1% | 61 |
|
|
2023
Q1 | $223K | Buy |
5,626
+43
| +0.8% | +$1.7K | 0.09% | 67 |
|
|
2022
Q4 | $229K | Buy |
5,583
+44
| +0.8% | +$1.81K | 0.1% | 60 |
|
|
2022
Q3 | $215K | Buy |
+5,539
| New | +$215K | 0.11% | 66 |
|