GeoWealth Management’s Unum UNM Stock Holding History

GeoWealth Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Sell
2025 Q1	$208K	Sell
2024 Q4	$191K	Sell
2024 Q3	$161K	Buy
2024 Q2	$137K	Buy
2024 Q1	$141K	Buy
2023 Q4	$102K	Buy
2023 Q3	$82K	Sell
2023 Q2	$82K	Buy
2023 Q1	$2K	Buy