GeoWealth 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 | $174K | Sell |
2,158
-398
| -16% | -$32.1K | 0.01% | 703 |
|
|
2025
Q1 | $208K | Sell |
2,556
-60
| -2% | -$4.89K | 0.01% | 650 |
|
|
2024
Q4 | $191K | Sell |
2,616
-96
| -4% | -$7.01K | 0.01% | 782 |
|
|
2024
Q3 | $161K | Buy |
2,712
+34
| +1% | +$2.02K | 0.01% | 778 |
|
|
2024
Q2 | $137K | Buy |
2,678
+55
| +2% | +$2.81K | 0.01% | 748 |
|
|
2024
Q1 | $141K | Buy |
2,623
+377
| +17% | +$20.2K | 0.01% | 745 |
|
|
2023
Q4 | $102K | Buy |
2,246
+592
| +36% | +$26.9K | 0.01% | 589 |
|
|
2023
Q3 | $82K | Sell |
1,654
-78
| -5% | -$3.87K | 0.01% | 354 |
|
|
2023
Q2 | $82K | Buy |
1,732
+1,682
| +3,364% | +$79.6K | 0.01% | 300 |
|
|
2023
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 374 |
|