KWM
Kingsview Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
35,704
+30,866
| +638% | +$2.49M | 0.05% | 368 |
|
|
2025
Q1 | $394K | Sell |
4,838
-136
| -3% | -$11.1K | 0.01% | 802 |
|
|
2024
Q4 | $363K | Sell |
4,974
-50,751
| -91% | -$3.71M | 0.01% | 832 |
|
|
2024
Q3 | $3.31M | Buy |
55,725
+50,751
| +1,020% | +$3.02M | 0.07% | 257 |
|
|
2024
Q2 | $254K | Hold |
4,974
| – | – | 0.01% | 901 |
|
|
2024
Q1 | $267K | Sell |
4,974
-1,733
| -26% | -$93K | 0.01% | 859 |
|
|
2023
Q4 | $303K | Hold |
6,707
| – | – | 0.01% | 762 |
|
|
2023
Q3 | $330K | Sell |
6,707
-780
| -10% | -$38.4K | 0.01% | 723 |
|
|
2023
Q2 | $357K | Sell |
7,487
-37,182
| -83% | -$1.77M | 0.01% | 689 |
|
|
2023
Q1 | $1.77M | Buy |
44,669
+13,913
| +45% | +$550K | 0.07% | 260 |
|
|
2022
Q4 | $1.26M | Sell |
30,756
-85,721
| -74% | -$3.52M | 0.05% | 299 |
|
|
2022
Q3 | $4.52M | Buy |
116,477
+10,533
| +10% | +$409K | 0.21% | 112 |
|
|
2022
Q2 | $3.6M | Buy |
105,944
+21,977
| +26% | +$748K | 0.17% | 132 |
|
|
2022
Q1 | $2.65M | Buy |
83,967
+7,483
| +10% | +$236K | 0.12% | 191 |
|
|
2021
Q4 | $1.88M | Buy |
76,484
+7,771
| +11% | +$191K | 0.08% | 255 |
|
|
2021
Q3 | $1.72M | Sell |
68,713
-34,204
| -33% | -$857K | 0.08% | 255 |
|
|
2021
Q2 | $2.97M | Buy |
102,917
+41,795
| +68% | +$1.2M | 0.15% | 156 |
|
|
2021
Q1 | $1.72M | Buy |
61,122
+17,483
| +40% | +$492K | 0.1% | 215 |
|
|
2020
Q4 | $1M | Buy |
43,639
+7,202
| +20% | +$165K | 0.07% | 274 |
|
|
2020
Q3 | $613K | Buy |
36,437
+11,506
| +46% | +$194K | 0.05% | 320 |
|
|
2020
Q2 | $414K | Buy |
24,931
+6,810
| +38% | +$113K | 0.04% | 370 |
|
|
2020
Q1 | $272K | Buy |
+18,121
| New | +$272K | 0.04% | 378 |
|