Laird Norton Wetherby Wealth Management’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
13,709
+165
+1% +$12.4K 0.04% 363
2025
Q2
$1.09M Buy
+13,544
New +$1.07M 0.05% 334
2024
Q4
$535K Sell
7,320
-252
-3% -$17.4K 0.03% 504
2024
Q3
$450K Sell
7,572
-34
-0.4% -$1.85K 0.02% 598
2024
Q2
$389K Sell
7,606
-219
-3% -$11.3K 0.02% 617
2024
Q1
$420K Sell
7,825
-1,626
-17% -$79.3K 0.02% 621
2023
Q4
$427K Sell
9,451
-302
-3% -$13.8K 0.02% 598
2023
Q3
$480K Buy
9,753
+16
+0.2% +$782 0.03% 537
2023
Q2
$464K Buy
9,737
+300
+3% +$13.1K 0.03% 563
2023
Q1
$373K Buy
9,437
+208
+2% +$8.59K 0.02% 628
2022
Q4
$379K Buy
9,229
+339
+4% +$14.2K 0.02% 605
2022
Q3
$345K Buy
8,890
+579
+7% +$21.2K 0.02% 608
2022
Q2
$283K Buy
8,311
+92
+1% +$3.11K 0.02% 705
2022
Q1
$259K Buy
8,219
+11
+0.1% +$307 0.01% 760
2021
Q4
$202K Buy
8,208
+117
+1% +$3K 0.01% 867
2021
Q3
$203K Sell
8,091
-484
-6% -$12.8K 0.01% 857
2021
Q2
$244K Buy
8,575
+177
+2% +$5.2K 0.02% 791
2021
Q1
$234K Buy
+8,398
New +$218K 0.02% 699
2018
Q2
Sell
-4,215
Closed -$201K 667
2018
Q1
$201K Buy
4,215
+44
+1% +$2.3K 0.03% 609
2017
Q4
$229K Buy
4,171
+41
+1% +$2.2K 0.03% 551
2017
Q3
$211K Buy
+4,130
New +$201K 0.03% 552

Other funds holding UNM