Global Retirement Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $955K | Buy |
12,317
+6,682
| +119% | +$511K | 0.02% | 683 |
|
|
2025
Q3 | $438K | Sell |
5,635
-2,702
| -32% | -$202K | 0.01% | 808 |
|
|
2025
Q2 | $673K | Buy |
+8,337
| New | +$658K | 0.02% | 621 |
|
|
2024
Q4 | $608K | Buy |
8,321
+29
| +0.3% | +$2K | 0.02% | 572 |
|
|
2024
Q3 | $493K | Buy |
8,292
+224
| +3% | +$12.2K | 0.01% | 634 |
|
|
2024
Q2 | $412K | Buy |
8,068
+60
| +0.7% | +$3.1K | 0.01% | 659 |
|
|
2024
Q1 | $430K | Sell |
8,008
-181
| -2% | -$8.82K | 0.02% | 568 |
|
|
2023
Q4 | $370K | Buy |
8,189
+6,151
| +302% | +$280K | 0.02% | 559 |
|
|
2023
Q3 | $98.1K | Buy |
2,038
+640
| +46% | +$31.3K | ﹤0.01% | 941 |
|
|
2023
Q2 | $66.7K | Buy |
1,398
+549
| +65% | +$24K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $37.3K | Sell |
849
-189
| -18% | -$7.8K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $42.6K | Sell |
1,038
-93
| -8% | -$3.9K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $52K | Sell |
1,131
-45
| -4% | -$1.65K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $40K | Hold |
1,176
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q1 | $41K | Buy |
+1,176
| New | +$32.9K | ﹤0.01% | 1083 |
|
|
2021
Q4 | – | Sell |
-477
| Closed | -$12K | – | 1708 |
|
|
2021
Q3 | $12K | Buy |
477
+260
| +120% | +$6.88K | ﹤0.01% | 1378 |
|
|
2021
Q2 | $6K | Buy |
+217
| New | +$6.38K | ﹤0.01% | 1538 |
|
|
2020
Q2 | – | Sell |
-282
| Closed | -$4K | – | 1728 |
|
|
2020
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q4 | $8K | Hold |
282
| – | – | ﹤0.01% | 1212 |
|
|
2019
Q3 | $8K | Hold |
282
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q2 | $9K | Hold |
282
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q1 | $10K | Buy |
+282
| New | +$9.82K | ﹤0.01% | 1063 |
|
|
2018
Q4 | – | Sell |
-243
| Closed | -$9K | – | 1566 |
|
|
2018
Q3 | $9K | Hold |
243
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q2 | $9K | Sell |
243
-199
| -45% | -$8.3K | ﹤0.01% | 1040 |
|
|
2018
Q1 | $21K | Buy |
442
+243
| +122% | +$12.7K | 0.01% | 752 |
|
|
2017
Q4 | $11K | Sell |
199
-15
| -7% | -$805 | ﹤0.01% | 883 |
|
|
2017
Q3 | $11K | Sell |
214
-71
| -25% | -$3.46K | ﹤0.01% | 813 |
|
|
2017
Q2 | $13K | Hold |
285
| – | – | 0.01% | 717 |
|
|
2017
Q1 | $13K | Hold |
285
| – | – | 0.01% | 673 |
|
|
2016
Q4 | $13K | Buy |
+285
| New | +$11.4K | 0.01% | 622 |
|
Other funds holding UNM
