J.W. Cole Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
6,404
+485
| +8% | +$39.2K | 0.01% | 905 |
|
|
2025
Q1 | $482K | Sell |
5,919
-708
| -11% | -$57.7K | 0.02% | 781 |
|
|
2024
Q4 | $484K | Sell |
6,627
-549
| -8% | -$40.1K | 0.02% | 610 |
|
|
2024
Q3 | $427K | Sell |
7,176
-271
| -4% | -$16.1K | 0.02% | 653 |
|
|
2024
Q2 | $381K | Sell |
7,447
-377
| -5% | -$19.3K | 0.02% | 613 |
|
|
2024
Q1 | $420K | Sell |
7,824
-265
| -3% | -$14.2K | 0.02% | 580 |
|
|
2023
Q4 | $366K | Buy |
8,089
+85
| +1% | +$3.84K | 0.02% | 574 |
|
|
2023
Q3 | $394K | Buy |
8,004
+8
| +0.1% | +$394 | 0.03% | 479 |
|
|
2023
Q2 | $381K | Buy |
7,996
+71
| +0.9% | +$3.39K | 0.03% | 502 |
|
|
2023
Q1 | $314K | Buy |
7,925
+5
| +0.1% | +$198 | 0.02% | 586 |
|
|
2022
Q4 | $325K | Buy |
7,920
+1,138
| +17% | +$46.7K | 0.03% | 532 |
|
|
2022
Q3 | $263K | Sell |
6,782
-198
| -3% | -$7.68K | 0.02% | 582 |
|
|
2022
Q2 | $237K | Sell |
6,980
-427
| -6% | -$14.5K | 0.02% | 618 |
|
|
2022
Q1 | $233K | Buy |
+7,407
| New | +$233K | 0.02% | 701 |
|
|
2021
Q3 | – | Sell |
-9,778
| Closed | -$278K | – | 750 |
|
|
2021
Q2 | $278K | Sell |
9,778
-4,384
| -31% | -$125K | 0.02% | 604 |
|
|
2021
Q1 | $394K | Buy |
14,162
+312
| +2% | +$8.68K | 0.04% | 444 |
|
|
2020
Q4 | $318K | Buy |
+13,850
| New | +$318K | 0.03% | 460 |
|