MWPCG
Measured Wealth Private Client Group’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
12,033
+2,365
| +24% | +$191K | 0.29% | 45 |
|
|
2025
Q1 | $788K | Buy |
9,668
+2,392
| +33% | +$195K | 0.25% | 54 |
|
|
2024
Q4 | $531K | Buy |
+7,276
| New | +$531K | 0.17% | 76 |
|
|
2024
Q2 | – | Sell |
-8,186
| Closed | -$439K | – | 210 |
|
|
2024
Q1 | $439K | Sell |
8,186
-2,114
| -21% | -$113K | 0.15% | 104 |
|
|
2023
Q4 | $466K | Sell |
10,300
-5,491
| -35% | -$248K | 0.17% | 102 |
|
|
2023
Q3 | $777K | Buy |
15,791
+1,376
| +10% | +$67.7K | 0.31% | 52 |
|
|
2023
Q2 | $688K | Buy |
14,415
+1,484
| +11% | +$70.8K | 0.26% | 57 |
|
|
2023
Q1 | $512K | Buy |
12,931
+3,765
| +41% | +$149K | 0.2% | 81 |
|
|
2022
Q4 | $376K | Buy |
9,166
+963
| +12% | +$39.5K | 0.15% | 91 |
|
|
2022
Q3 | $318K | Buy |
8,203
+1,581
| +24% | +$61.3K | 0.14% | 100 |
|
|
2022
Q2 | $225K | Buy |
+6,622
| New | +$225K | 0.1% | 146 |
|
|
2021
Q4 | – | Sell |
-8,867
| Closed | -$222K | – | 166 |
|
|
2021
Q3 | $222K | Sell |
8,867
-1,720
| -16% | -$43.1K | 0.09% | 147 |
|
|
2021
Q2 | $301K | Buy |
10,587
+3,376
| +47% | +$96K | 0.1% | 141 |
|
|
2021
Q1 | $201K | Buy |
+7,211
| New | +$201K | 0.07% | 157 |
|