Impact Partnership Wealth’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,440
Closed -$543K 342
2024
Q4
$543K Buy
+7,440
New +$543K 0.11% 114
2024
Q3
Sell
-5,394
Closed -$276K 286
2024
Q2
$276K Buy
+5,394
New +$276K 0.07% 172