Geneos Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
3,352
-5,673
| -63% | -$458K | 0.01% | 893 |
|
|
2025
Q1 | $735K | Buy |
9,025
+6,002
| +199% | +$489K | 0.01% | 766 |
|
|
2024
Q4 | $221K | Buy |
3,023
+12
| +0.4% | +$876 | 0.01% | 804 |
|
|
2024
Q3 | $179K | Buy |
3,011
+2,193
| +268% | +$130K | 0.01% | 803 |
|
|
2024
Q2 | $41.8K | Buy |
818
+203
| +33% | +$10.4K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $33K | Buy |
615
+3
| +0.5% | +$161 | ﹤0.01% | 1212 |
|
|
2023
Q4 | $27.7K | Buy |
612
+4
| +0.7% | +$181 | ﹤0.01% | 1249 |
|
|
2023
Q3 | $29.9K | Sell |
608
-456
| -43% | -$22.4K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $50.8K | Sell |
1,064
-395
| -27% | -$18.8K | ﹤0.01% | 1075 |
|
|
2023
Q1 | $57.7K | Sell |
1,459
-342
| -19% | -$13.5K | ﹤0.01% | 1026 |
|
|
2022
Q4 | $73.9K | Sell |
1,801
-2,117
| -54% | -$86.9K | ﹤0.01% | 915 |
|
|
2022
Q3 | $152K | Sell |
3,918
-2,704
| -41% | -$105K | 0.01% | 681 |
|
|
2022
Q2 | $223K | Sell |
6,622
-2,838
| -30% | -$95.6K | 0.01% | 714 |
|
|
2022
Q1 | $298K | Sell |
9,460
-629
| -6% | -$19.8K | 0.01% | 671 |
|
|
2021
Q4 | $247K | Buy |
10,089
+23
| +0.2% | +$563 | 0.01% | 783 |
|
|
2021
Q3 | $260K | Buy |
10,066
+1,248
| +14% | +$32.2K | 0.01% | 755 |
|
|
2021
Q2 | $253K | Buy |
8,818
+2,812
| +47% | +$80.7K | 0.01% | 755 |
|
|
2021
Q1 | $169K | Buy |
6,006
+4,465
| +290% | +$126K | ﹤0.01% | 1052 |
|
|
2020
Q4 | $30K | Buy |
1,541
+441
| +40% | +$8.59K | ﹤0.01% | 1703 |
|
|
2020
Q3 | $18K | Buy |
+1,100
| New | +$18K | ﹤0.01% | 1709 |
|
|
2020
Q2 | – | Sell |
-130
| Closed | -$2K | – | 2626 |
|
|
2020
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 2301 |
|
|
2019
Q3 | – | Sell |
-74
| Closed | -$2K | – | 2549 |
|
|
2019
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q1 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 2272 |
|