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Montag & Associates’s Unum UNM Stock Holding History

Montag & Associates’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,410
Closed -$278K – 1023
2025
Q1 		$278K Hold
3,410
– – 0.01% 378
2024
Q4 		$249K Buy
+3,410
New +$249K 0.01% 399