Gardner Russo & Quinn’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 | $296K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $211K | Buy |
|