JFS Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Hold |
215
| – | – | ﹤0.01% | 688 |
|
|
2025
Q1 | $17.5K | Sell |
215
-15
| -7% | -$1.22K | ﹤0.01% | 699 |
|
|
2024
Q4 | $16.8K | Hold |
230
| – | – | ﹤0.01% | 687 |
|
|
2024
Q3 | $13.7K | Buy |
230
+6
| +3% | +$357 | ﹤0.01% | 746 |
|
|
2024
Q2 | $11.4K | Sell |
224
-3
| -1% | -$153 | ﹤0.01% | 754 |
|
|
2024
Q1 | $12.2K | Hold |
227
| – | – | ﹤0.01% | 758 |
|
|
2023
Q4 | $10.3K | Buy |
227
+18
| +9% | +$814 | ﹤0.01% | 763 |
|
|
2023
Q3 | $10.3K | Hold |
209
| – | – | ﹤0.01% | 716 |
|
|
2023
Q2 | $9.97K | Hold |
209
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $8.27K | Sell |
209
-7
| -3% | -$277 | ﹤0.01% | 782 |
|
|
2022
Q4 | $8.86K | Hold |
216
| – | – | ﹤0.01% | 759 |
|
|
2022
Q3 | $8K | Buy |
216
+2
| +0.9% | +$74 | ﹤0.01% | 828 |
|
|
2022
Q2 | $7K | Buy |
214
+38
| +22% | +$1.24K | ﹤0.01% | 902 |
|
|
2022
Q1 | $6K | Buy |
176
+110
| +167% | +$3.75K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1183 |
|