HB Wealth 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 | $691K | Sell |
8,556
-9
| -0.1% | -$727 | 0.01% | 623 |
|
|
2025
Q1 | $698K | Buy |
8,565
+2,637
| +44% | +$215K | 0.01% | 643 |
|
|
2024
Q4 | $433K | Buy |
5,928
+2,146
| +57% | +$157K | ﹤0.01% | 663 |
|
|
2024
Q3 | $225K | Buy |
+3,782
| New | +$225K | ﹤0.01% | 847 |
|
|
2023
Q4 | – | Sell |
-7,967
| Closed | -$392K | – | 824 |
|
|
2023
Q3 | $392K | Buy |
+7,967
| New | +$392K | 0.01% | 498 |
|