Moran Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
12,139
-2,303
| -16% | -$186K | 0.03% | 327 |
|
|
2025
Q1 | $1.18M | Sell |
14,442
-1,817
| -11% | -$148K | 0.04% | 299 |
|
|
2024
Q4 | $1.19M | Buy |
16,259
+3,349
| +26% | +$245K | 0.04% | 286 |
|
|
2024
Q3 | $767K | Sell |
12,910
-164
| -1% | -$9.75K | 0.02% | 323 |
|
|
2024
Q2 | $668K | Buy |
13,074
+1,285
| +11% | +$65.7K | 0.02% | 315 |
|
|
2024
Q1 | $633K | Buy |
11,789
+931
| +9% | +$50K | 0.02% | 318 |
|
|
2023
Q4 | $491K | Buy |
+10,858
| New | +$491K | 0.02% | 339 |
|