M&R Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.69K | Sell |
28
-10
| -26% | -$603 | ﹤0.01% | 525 |
|
|
2024
Q2 | $1.95K | Hold |
38
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $2.04K | Hold |
38
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $1.71K | Hold |
38
| – | – | ﹤0.01% | 571 |
|
|
2023
Q3 | $1.85K | Hold |
38
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $1.83K | Hold |
38
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $1.51K | Buy |
38
+1
| +3% | +$40 | ﹤0.01% | 558 |
|
|
2022
Q4 | $1.56K | Buy |
+37
| New | +$1.56K | ﹤0.01% | 528 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$6K | – | 468 |
|
|
2020
Q3 | $6K | Sell |
400
-214
| -35% | -$3.21K | ﹤0.01% | 393 |
|
|
2020
Q2 | $10K | Sell |
614
-7,008
| -92% | -$114K | ﹤0.01% | 358 |
|
|
2020
Q1 | $114K | Hold |
7,622
| – | – | 0.03% | 185 |
|
|
2019
Q4 | $222K | Hold |
7,622
| – | – | 0.05% | 163 |
|
|
2019
Q3 | $226K | Hold |
7,622
| – | – | 0.05% | 166 |
|
|
2019
Q2 | $255K | Hold |
7,622
| – | – | 0.06% | 160 |
|
|
2019
Q1 | $278K | Hold |
7,622
| – | – | 0.06% | 159 |
|
|
2018
Q4 | $223K | Hold |
7,622
| – | – | 0.06% | 160 |
|
|
2018
Q3 | $297K | Hold |
7,622
| – | – | 0.06% | 159 |
|
|
2018
Q2 | $281K | Hold |
7,622
| – | – | 0.06% | 163 |
|
|
2018
Q1 | $362K | Hold |
7,622
| – | – | 0.08% | 142 |
|
|
2017
Q4 | $418K | Hold |
7,622
| – | – | 0.1% | 138 |
|
|
2017
Q3 | $389K | Hold |
7,622
| – | – | 0.09% | 137 |
|
|
2017
Q2 | $378K | Hold |
7,622
| – | – | 0.09% | 137 |
|
|
2017
Q1 | $357K | Hold |
7,622
| – | – | 0.09% | 143 |
|
|
2016
Q4 | $334K | Hold |
7,622
| – | – | 0.09% | 141 |
|
|
2016
Q3 | $269K | Hold |
7,622
| – | – | 0.08% | 146 |
|
|
2016
Q2 | $242K | Buy |
+7,622
| New | +$242K | 0.07% | 151 |
|