HWA
HHM Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
31,185
+26,876
| +624% | +$2.17M | 0.3% | 28 |
|
|
2025
Q1 | $351K | Hold |
4,309
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $315K | Buy |
4,309
+5
| +0.1% | +$365 | 0.04% | 142 |
|
|
2024
Q3 | $256K | Hold |
4,304
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $220K | Hold |
4,304
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $231K | Buy |
4,304
+194
| +5% | +$10.4K | 0.04% | 136 |
|
|
2023
Q4 | $186K | Hold |
4,110
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $202K | Hold |
4,110
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $196K | Hold |
4,110
| – | – | 0.04% | 137 |
|
|
2023
Q1 | $163K | Buy |
4,110
+754
| +22% | +$29.8K | 0.03% | 146 |
|
|
2022
Q4 | $138K | Hold |
3,356
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $130K | Hold |
3,356
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $114K | Hold |
3,356
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $106K | Hold |
3,356
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $82K | Sell |
3,356
-538
| -14% | -$13.1K | 0.02% | 243 |
|
|
2021
Q3 | $98K | Sell |
3,894
-699
| -15% | -$17.6K | 0.03% | 208 |
|
|
2021
Q2 | $130K | Buy |
4,593
+82
| +2% | +$2.32K | 0.04% | 180 |
|
|
2021
Q1 | $126K | Buy |
4,511
+57
| +1% | +$1.59K | 0.04% | 162 |
|
|
2020
Q4 | $102K | Sell |
4,454
-899
| -17% | -$20.6K | 0.04% | 168 |
|
|
2020
Q3 | $90K | Sell |
5,353
-216
| -4% | -$3.63K | 0.04% | 162 |
|
|
2020
Q2 | $92K | Buy |
5,569
+141
| +3% | +$2.33K | 0.04% | 154 |
|
|
2020
Q1 | $81K | Buy |
+5,428
| New | +$81K | 0.04% | 145 |
|