Integrated Wealth Concepts’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $751K | Buy |
|
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|
2025
Q2 | $734K | Sell |
|
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|
2025
Q1 | $923K | Sell |
|
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|
2024
Q4 | $923K | Sell |
|
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|
2024
Q3 | $800K | Sell |
|
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|
2024
Q2 | $741K | Buy |
|
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|
2024
Q1 | $764K | Sell |
|
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|
2023
Q4 | $2.21M | Buy |
|
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|
2023
Q3 | $2.1M | Buy |
|
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|
2023
Q2 | $1.45M | Sell |
|
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|
2023
Q1 | $1.73M | Buy |
|
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|
2022
Q4 | $1.18M | Sell |
|
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|
2022
Q3 | $1.48M | Sell |
|
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|
2022
Q2 | $1.31M | Sell |
|
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|
2022
Q1 | $1.32M | Sell |
|
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|
2021
Q4 | $1.05M | Sell |
|
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|
2021
Q3 | $1.1M | Buy |
|
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|
2021
Q2 | $1.24M | Sell |
|
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|
2021
Q1 | $1.25M | Buy |
|
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|
2020
Q4 | $1.03M | Buy |
|
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|
2020
Q3 | $743K | Buy |
|
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|
2020
Q2 | $287K | Buy |
|