Integrated Wealth Concepts’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
9,093
-2,241
| -20% | -$181K | 0.01% | 1070 |
|
|
2025
Q1 | $923K | Sell |
11,334
-1,303
| -10% | -$106K | 0.01% | 865 |
|
|
2024
Q4 | $923K | Sell |
12,637
-829
| -6% | -$60.5K | 0.01% | 853 |
|
|
2024
Q3 | $800K | Sell |
13,466
-1,035
| -7% | -$61.5K | 0.01% | 890 |
|
|
2024
Q2 | $741K | Buy |
14,501
+258
| +2% | +$13.2K | 0.01% | 884 |
|
|
2024
Q1 | $764K | Sell |
14,243
-34,665
| -71% | -$1.86M | 0.01% | 870 |
|
|
2023
Q4 | $2.21M | Buy |
48,908
+6,159
| +14% | +$279K | 0.04% | 443 |
|
|
2023
Q3 | $2.1M | Buy |
42,749
+12,282
| +40% | +$604K | 0.04% | 437 |
|
|
2023
Q2 | $1.45M | Sell |
30,467
-13,317
| -30% | -$635K | 0.02% | 558 |
|
|
2023
Q1 | $1.73M | Buy |
43,784
+14,998
| +52% | +$593K | 0.04% | 459 |
|
|
2022
Q4 | $1.18M | Sell |
28,786
-9,442
| -25% | -$387K | 0.03% | 434 |
|
|
2022
Q3 | $1.48M | Sell |
38,228
-236
| -0.6% | -$9.16K | 0.05% | 338 |
|
|
2022
Q2 | $1.31M | Sell |
38,464
-3,538
| -8% | -$120K | 0.04% | 375 |
|
|
2022
Q1 | $1.32M | Sell |
42,002
-807
| -2% | -$25.4K | 0.04% | 338 |
|
|
2021
Q4 | $1.05M | Sell |
42,809
-1,045
| -2% | -$25.7K | 0.03% | 404 |
|
|
2021
Q3 | $1.1M | Buy |
43,854
+258
| +0.6% | +$6.47K | 0.04% | 360 |
|
|
2021
Q2 | $1.24M | Sell |
43,596
-1,234
| -3% | -$35K | 0.04% | 302 |
|
|
2021
Q1 | $1.25M | Buy |
44,830
+10
| +0% | +$278 | 0.05% | 263 |
|
|
2020
Q4 | $1.03M | Buy |
44,820
+682
| +2% | +$15.6K | 0.05% | 249 |
|
|
2020
Q3 | $743K | Buy |
44,138
+26,848
| +155% | +$452K | 0.05% | 267 |
|
|
2020
Q2 | $287K | Buy |
+17,290
| New | +$287K | 0.02% | 416 |
|