IBEX Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $10.7M | Buy |
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|
2024
Q4 | $9.52M | Buy |
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|
2024
Q3 | $4.24M | Sell |
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|
2024
Q2 | $6.07M | Buy |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $5.1K | Sell |
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|
2023
Q3 | $5.42M | Buy |
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|
2023
Q1 | $3.91M | Buy |
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|
2022
Q4 | $3.88M | Buy |
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|
2022
Q3 | $3.35M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.57M | Buy |
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|
2021
Q2 | $5.12M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $9K | Buy |
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