MBM Wealth Consultants’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.7K | Buy |
+392
| New | +$29.3K | 0.01% | 184 |
|
|
2025
Q4 | – | Sell |
-6,345
| Closed | -$494K | – | 115 |
|
|
2025
Q3 | $494K | Buy |
6,345
+237
| +4% | +$17.8K | 0.12% | 68 |
|
|
2025
Q2 | $493K | Buy |
6,108
+44
| +0.7% | +$3.48K | 0.13% | 68 |
|
|
2025
Q1 | $494K | Buy |
6,064
+470
| +8% | +$36.2K | 0.15% | 66 |
|
|
2024
Q4 | $408K | Buy |
5,594
+209
| +4% | +$14.4K | 0.12% | 70 |
|
|
2024
Q3 | $320K | Sell |
5,385
-56
| -1% | -$3.04K | 0.1% | 80 |
|
|
2024
Q2 | $275K | Buy |
5,441
+48
| +0.9% | +$2.48K | 0.09% | 83 |
|
|
2024
Q1 | $289K | Sell |
5,393
-180
| -3% | -$8.78K | 0.1% | 80 |
|
|
2023
Q4 | $262K | Sell |
5,573
-365
| -6% | -$16.6K | 0.1% | 86 |
|
|
2023
Q3 | $297K | Buy |
5,938
+223
| +4% | +$10.9K | 0.13% | 75 |
|
|
2023
Q2 | $272K | Buy |
5,715
+1,921
| +51% | +$83.8K | 0.12% | 78 |
|
|
2023
Q1 | $219K | Hold |
3,794
| – | – | 0.09% | 89 |
|
|
2022
Q4 | $153K | Buy |
3,794
+699
| +23% | +$29.3K | 0.07% | 103 |
|
|
2022
Q3 | $122K | Buy |
3,095
+582
| +23% | +$21.3K | 0.06% | 98 |
|
|
2022
Q2 | $85K | Buy |
2,513
+70
| +3% | +$2.37K | 0.04% | 118 |
|
|
2022
Q1 | $77K | Buy |
2,443
+664
| +37% | +$18.6K | 0.03% | 152 |
|
|
2021
Q4 | $44K | Buy |
1,779
+632
| +55% | +$16.2K | 0.02% | 175 |
|
|
2021
Q3 | $29K | Buy |
1,147
+277
| +32% | +$7.33K | 0.01% | 188 |
|
|
2021
Q2 | $25K | Hold |
870
| – | – | 0.01% | 180 |
|
|
2021
Q1 | $24K | Buy |
+870
| New | +$22.6K | 0.01% | 181 |
|
Other funds holding UNM
VPM
VCM
