JWCA
J.W. Coons Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
6,134
-155
| -2% | -$12.5K | 0.11% | 156 |
|
|
2025
Q1 | $512K | Buy |
6,289
+31
| +0.5% | +$2.53K | 0.14% | 141 |
|
|
2024
Q4 | $457K | Sell |
6,258
-109
| -2% | -$7.96K | 0.12% | 155 |
|
|
2024
Q3 | $378K | Sell |
6,367
-60
| -0.9% | -$3.57K | 0.09% | 175 |
|
|
2024
Q2 | $328K | Buy |
6,427
+2
| +0% | +$102 | 0.08% | 182 |
|
|
2024
Q1 | $345K | Buy |
6,425
+510
| +9% | +$27.4K | 0.08% | 183 |
|
|
2023
Q4 | $267K | Hold |
5,915
| – | – | 0.07% | 204 |
|
|
2023
Q3 | $291K | Sell |
5,915
-170
| -3% | -$8.36K | 0.08% | 188 |
|
|
2023
Q2 | $290K | Buy |
6,085
+40
| +0.7% | +$1.91K | 0.08% | 197 |
|
|
2023
Q1 | $239K | Buy |
6,045
+600
| +11% | +$23.7K | 0.07% | 220 |
|
|
2022
Q4 | $223K | Buy |
+5,445
| New | +$223K | 0.07% | 213 |
|