Geneos Wealth Management’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 | $64.5K | Sell |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $41.8K | Buy |
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|
2024
Q1 | $33K | Buy |
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|
2023
Q4 | $27.7K | Buy |
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|
2023
Q3 | $29.9K | Sell |
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|
2023
Q2 | $50.8K | Sell |
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|
2023
Q1 | $57.7K | Sell |
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|
2022
Q4 | $73.9K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $169K | Buy |
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|
2020
Q4 | $30K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
|