Laird Norton Wetherby Wealth Management’s Unum UNM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
+13,544
| New | +$1.09M | 0.05% | 334 |
|
2024
Q4 | $535K | Sell |
7,320
-252
| -3% | -$18.4K | 0.03% | 504 |
|
2024
Q3 | $450K | Sell |
7,572
-34
| -0.4% | -$2.02K | 0.02% | 598 |
|
2024
Q2 | $389K | Sell |
7,606
-219
| -3% | -$11.2K | 0.02% | 614 |
|
2024
Q1 | $420K | Sell |
7,825
-1,626
| -17% | -$87.3K | 0.02% | 618 |
|
2023
Q4 | $427K | Sell |
9,451
-302
| -3% | -$13.7K | 0.02% | 596 |
|
2023
Q3 | $480K | Buy |
9,753
+16
| +0.2% | +$787 | 0.03% | 536 |
|
2023
Q2 | $464K | Buy |
9,737
+300
| +3% | +$14.3K | 0.03% | 562 |
|
2023
Q1 | $373K | Buy |
9,437
+208
| +2% | +$8.23K | 0.02% | 627 |
|
2022
Q4 | $379K | Buy |
9,229
+339
| +4% | +$13.9K | 0.02% | 603 |
|
2022
Q3 | $345K | Buy |
8,890
+579
| +7% | +$22.5K | 0.02% | 606 |
|
2022
Q2 | $283K | Buy |
8,311
+92
| +1% | +$3.13K | 0.02% | 704 |
|
2022
Q1 | $259K | Buy |
8,219
+11
| +0.1% | +$347 | 0.01% | 755 |
|
2021
Q4 | $202K | Buy |
8,208
+117
| +1% | +$2.88K | 0.01% | 853 |
|
2021
Q3 | $203K | Sell |
8,091
-484
| -6% | -$12.1K | 0.01% | 838 |
|
2021
Q2 | $244K | Buy |
8,575
+177
| +2% | +$5.04K | 0.01% | 778 |
|
2021
Q1 | $234K | Buy |
+8,398
| New | +$234K | 0.02% | 699 |
|
2018
Q2 | – | Sell |
-4,215
| Closed | -$201K | – | 667 |
|
2018
Q1 | $201K | Buy |
4,215
+44
| +1% | +$2.1K | 0.03% | 609 |
|
2017
Q4 | $229K | Buy |
4,171
+41
| +1% | +$2.25K | 0.03% | 551 |
|
2017
Q3 | $211K | Buy |
+4,130
| New | +$211K | 0.03% | 552 |
|