Mutual Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
8,681
-467
| -5% | -$37.7K | 0.02% | 637 |
|
|
2025
Q1 | $718K | Sell |
9,148
-1,686
| -16% | -$132K | 0.02% | 569 |
|
|
2024
Q4 | $805K | Sell |
10,834
-22
| -0.2% | -$1.64K | 0.02% | 553 |
|
|
2024
Q3 | $688K | Buy |
10,856
+21
| +0.2% | +$1.33K | 0.02% | 596 |
|
|
2024
Q2 | $580K | Sell |
10,835
-514
| -5% | -$27.5K | 0.02% | 649 |
|
|
2024
Q1 | $609K | Buy |
11,349
+1,648
| +17% | +$88.4K | 0.02% | 628 |
|
|
2023
Q4 | $439K | Sell |
9,701
-28
| -0.3% | -$1.27K | 0.02% | 694 |
|
|
2023
Q3 | $479K | Sell |
9,729
-879
| -8% | -$43.2K | 0.02% | 633 |
|
|
2023
Q2 | $506K | Buy |
10,608
+1,243
| +13% | +$59.3K | 0.02% | 631 |
|
|
2023
Q1 | $370K | Buy |
9,365
+1,659
| +22% | +$65.6K | 0.02% | 712 |
|
|
2022
Q4 | $316K | Sell |
7,706
-880
| -10% | -$36.1K | 0.01% | 727 |
|
|
2022
Q3 | $333K | Buy |
8,586
+1,257
| +17% | +$48.8K | 0.02% | 682 |
|
|
2022
Q2 | $249K | Sell |
7,329
-16
| -0.2% | -$544 | 0.02% | 729 |
|
|
2022
Q1 | $231K | Buy |
+7,345
| New | +$231K | 0.01% | 784 |
|
|
2021
Q4 | – | Sell |
-8,223
| Closed | -$206K | – | 928 |
|
|
2021
Q3 | $206K | Buy |
8,223
+36
| +0.4% | +$902 | 0.01% | 824 |
|
|
2021
Q2 | $233K | Buy |
8,187
+616
| +8% | +$17.5K | 0.01% | 752 |
|
|
2021
Q1 | $211K | Buy |
+7,571
| New | +$211K | 0.01% | 723 |
|
|
2019
Q3 | – | Sell |
-15,485
| Closed | -$520K | – | 600 |
|
|
2019
Q2 | $520K | Buy |
+15,485
| New | +$520K | 0.07% | 323 |
|