Heritage Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3K | Hold |
387
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $31.5K | Sell |
387
-18
| -4% | -$1.47K | ﹤0.01% | 333 |
|
|
2024
Q4 | $29.6K | Buy |
405
+18
| +5% | +$1.32K | ﹤0.01% | 357 |
|
|
2024
Q3 | $23K | Buy |
387
+83
| +27% | +$4.93K | ﹤0.01% | 388 |
|
|
2024
Q2 | $15.5K | Hold |
304
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $16.3K | Hold |
304
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $13.7K | Hold |
304
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $15K | Hold |
304
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $14.5K | Hold |
304
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $12K | Hold |
304
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $12.5K | Hold |
304
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $11.8K | Hold |
304
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $10K | Hold |
304
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $10K | Hold |
304
| – | – | ﹤0.01% | 441 |
|
|
2021
Q4 | $7K | Hold |
304
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $7.62K | Hold |
304
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $8.63K | Hold |
304
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $8.46K | Hold |
304
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $7K | Hold |
304
| – | – | ﹤0.01% | 479 |
|
|
2020
Q3 | $5.12K | Hold |
304
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $5.04K | Hold |
304
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $4.56K | Hold |
304
| – | – | ﹤0.01% | 403 |
|
|
2019
Q4 | $8.87K | Hold |
304
| – | – | ﹤0.01% | 425 |
|
|
2019
Q3 | $9K | Buy |
+304
| New | +$9K | ﹤0.01% | 399 |
|