Johnson Financial Group Inc (Wisconsin)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$181 | – | 994 |
|
|
2023
Q4 | $181 | Buy |
+4
| New | +$182 | ﹤0.01% | 881 |
|
|
2019
Q4 | – | Sell |
-981
| Closed | -$29K | – | 584 |
|
|
2019
Q3 | $29K | Buy |
981
+793
| +422% | +$23.5K | ﹤0.01% | 380 |
|
|
2019
Q2 | $6K | Hold |
188
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $6K | Hold |
188
| – | – | ﹤0.01% | 459 |
|
|
2018
Q4 | $6K | Sell |
188
-89
| -32% | -$3.12K | ﹤0.01% | 461 |
|
|
2018
Q3 | $11K | Sell |
277
-29
| -9% | -$1.08K | ﹤0.01% | 442 |
|
|
2018
Q2 | $11K | Buy |
306
+43
| +16% | +$1.79K | ﹤0.01% | 450 |
|
|
2018
Q1 | $13K | Buy |
263
+70
| +36% | +$3.66K | ﹤0.01% | 445 |
|
|
2017
Q4 | $11K | Sell |
193
-450
| -70% | -$24.2K | ﹤0.01% | 481 |
|
|
2017
Q3 | $33K | Sell |
643
-3,803
| -86% | -$186K | ﹤0.01% | 372 |
|
|
2017
Q2 | $207K | Hold |
4,446
| – | – | 0.03% | 230 |
|
|
2017
Q1 | $208K | Buy |
4,446
+200
| +5% | +$9.37K | 0.03% | 250 |
|
|
2016
Q4 | $187K | Sell |
4,246
-120
| -3% | -$4.8K | 0.03% | 271 |
|
|
2016
Q3 | $154K | Buy |
4,366
+460
| +12% | +$15.6K | 0.02% | 287 |
|
|
2016
Q2 | $124K | Buy |
3,906
+3,270
| +514% | +$111K | 0.02% | 333 |
|
|
2016
Q1 | $20K | Hold |
636
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $21K | Sell |
636
-235
| -27% | -$8.1K | ﹤0.01% | 529 |
|
|
2015
Q3 | $28K | Sell |
871
-150
| -15% | -$5.17K | 0.01% | 545 |
|
|
2015
Q2 | $37K | Hold |
1,021
| – | – | 0.01% | 534 |
|
|
2015
Q1 | $34K | Buy |
1,021
+403
| +65% | +$13.4K | 0.01% | 562 |
|
|
2014
Q4 | $22K | Buy |
618
+340
| +122% | +$11.5K | 0.01% | 573 |
|
|
2014
Q3 | $10K | Sell |
278
-111
| -29% | -$3.9K | ﹤0.01% | 614 |
|
|
2014
Q2 | $14K | Buy |
389
+139
| +56% | +$4.75K | ﹤0.01% | 585 |
|
|
2014
Q1 | $9K | Sell |
250
-442
| -64% | -$15.1K | ﹤0.01% | 595 |
|
|
2013
Q4 | $24K | Buy |
692
+442
| +177% | +$14.5K | 0.01% | 498 |
|
|
2013
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 576 |
|
|
2013
Q2 | $7K | Buy |
+250
| New | +$6.96K | ﹤0.01% | 599 |
|
Other funds holding UNM
DSC