Measured Wealth Private Client Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
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|
2025
Q1 | $788K | Buy |
|
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|
2024
Q4 | $531K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $439K | Sell |
|
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|
2023
Q4 | $466K | Sell |
|
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|
2023
Q3 | $777K | Buy |
|
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|
2023
Q2 | $688K | Buy |
|
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $376K | Buy |
|
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|
2022
Q3 | $318K | Buy |
|
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|
2022
Q2 | $225K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $301K | Buy |
|
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|
2021
Q1 | $201K | Buy |
|