J.W. Cole Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $318K | Buy |
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