Great Diamond Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
35,677
+384
| +1% | +$31K | 0.61% | 42 |
|
|
2025
Q1 | $2.87M | Sell |
35,293
-391
| -1% | -$31.9K | 0.79% | 32 |
|
|
2024
Q4 | $2.61M | Sell |
35,684
-182
| -0.5% | -$13.3K | 0.67% | 41 |
|
|
2024
Q3 | $2.13M | Sell |
35,866
-6,452
| -15% | -$384K | 0.54% | 51 |
|
|
2024
Q2 | $2.16M | Sell |
42,318
-275
| -0.6% | -$14.1K | 0.51% | 55 |
|
|
2024
Q1 | $2.29M | Sell |
42,593
-142
| -0.3% | -$7.62K | 0.52% | 56 |
|
|
2023
Q4 | $1.93M | Buy |
42,735
+1,134
| +3% | +$51.3K | 0.48% | 55 |
|
|
2023
Q3 | $2.05M | Buy |
41,601
+1,248
| +3% | +$61.4K | 0.55% | 53 |
|
|
2023
Q2 | $1.92M | Sell |
40,353
-170
| -0.4% | -$8.11K | 0.51% | 58 |
|
|
2023
Q1 | $1.6M | Sell |
40,523
-1,616
| -4% | -$63.9K | 0.46% | 55 |
|
|
2022
Q4 | $1.73M | Buy |
42,139
+28,885
| +218% | +$1.19M | 0.53% | 52 |
|
|
2022
Q3 | $514K | Buy |
13,254
+1,347
| +11% | +$52.2K | 0.18% | 117 |
|
|
2022
Q2 | $405K | Buy |
+11,907
| New | +$405K | 0.13% | 133 |
|
|
2020
Q1 | – | Sell |
-2,827
| Closed | -$82K | – | 581 |
|
|
2019
Q4 | $82K | Buy |
+2,827
| New | +$82K | 0.03% | 245 |
|