IWA
IBEX Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
136,491
+4,850
| +4% | +$392K | 1.18% | 22 |
|
|
2025
Q1 | $10.7M | Buy |
131,641
+1,345
| +1% | +$110K | 1.42% | 19 |
|
|
2024
Q4 | $9.52M | Buy |
130,296
+79,594
| +157% | +$5.81M | 1.12% | 24 |
|
|
2024
Q3 | $4.24M | Sell |
50,702
-67,979
| -57% | -$5.69M | 1.16% | 35 |
|
|
2024
Q2 | $6.07M | Buy |
118,681
+24,136
| +26% | +$1.23M | 0.95% | 33 |
|
|
2024
Q1 | $3.88M | Buy |
94,545
+94,432
| +83,568% | +$3.87M | 1.05% | 36 |
|
|
2023
Q4 | $5.1K | Sell |
113
-110,020
| -100% | -$4.97M | 1.11% | 34 |
|
|
2023
Q3 | $5.42M | Buy |
+110,133
| New | +$5.42M | 1.38% | 27 |
|
|
2023
Q1 | $3.91M | Buy |
98,727
+4,182
| +4% | +$165K | 1.01% | 36 |
|
|
2022
Q4 | $3.88M | Buy |
94,545
+8,182
| +9% | +$336K | 0.88% | 38 |
|
|
2022
Q3 | $3.35M | Buy |
+86,363
| New | +$3.35M | 0.87% | 40 |
|
|
2021
Q4 | – | Sell |
-182,529
| Closed | -$4.57M | – | 417 |
|
|
2021
Q3 | $4.57M | Buy |
182,529
+2,408
| +1% | +$60.3K | 0.88% | 39 |
|
|
2021
Q2 | $5.12M | Buy |
+180,121
| New | +$5.12M | 1.02% | 31 |
|
|
2017
Q1 | – | Sell |
-193
| Closed | -$9K | – | 368 |
|
|
2016
Q4 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 310 |
|