JWM
Janiczek Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $170K | Sell |
3,326
-496
| -13% | -$25.4K | 0.04% | 207 |
|
|
2024
Q1 | $205K | Sell |
3,822
-320
| -8% | -$17.2K | 0.04% | 175 |
|
|
2023
Q4 | $187K | Sell |
4,142
-59
| -1% | -$2.67K | 0.05% | 168 |
|
|
2023
Q3 | $207K | Buy |
4,201
+79
| +2% | +$3.89K | 0.05% | 139 |
|
|
2023
Q2 | $197K | Buy |
4,122
+381
| +10% | +$18.2K | 0.05% | 129 |
|
|
2023
Q1 | $150K | Buy |
3,741
+453
| +14% | +$18.1K | 0.04% | 156 |
|
|
2022
Q4 | $135K | Buy |
3,288
+10
| +0.3% | +$411 | 0.04% | 178 |
|
|
2022
Q3 | $136K | Buy |
3,278
+211
| +7% | +$8.75K | 0.04% | 149 |
|
|
2022
Q2 | $99K | Sell |
3,067
-1,611
| -34% | -$52K | 0.03% | 204 |
|
|
2022
Q1 | $147K | Buy |
4,678
+452
| +11% | +$14.2K | 0.04% | 155 |
|
|
2021
Q4 | $104K | Sell |
4,226
-1,996
| -32% | -$49.1K | 0.03% | 182 |
|
|
2021
Q3 | $156K | Buy |
6,222
+2,456
| +65% | +$61.6K | 0.06% | 122 |
|
|
2021
Q2 | $107K | Buy |
3,766
+293
| +8% | +$8.33K | 0.04% | 146 |
|
|
2021
Q1 | $97K | Buy |
3,473
+1,012
| +41% | +$28.3K | 0.04% | 138 |
|
|
2020
Q4 | $56K | Buy |
2,461
+1,662
| +208% | +$37.8K | 0.03% | 184 |
|
|
2020
Q3 | $13K | Buy |
+799
| New | +$13K | 0.01% | 212 |
|
|
2019
Q2 | – | Sell |
-116
| Closed | -$4K | – | 202 |
|
|
2019
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 133 |
|
|
2018
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 132 |
|
|
2018
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 112 |
|
|
2018
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 118 |
|