NGA
Naples Global Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
34,759
-768
| -2% | -$62K | 0.24% | 107 |
|
|
2025
Q1 | $2.89M | Sell |
35,527
-548
| -2% | -$44.6K | 0.28% | 102 |
|
|
2024
Q4 | $2.63M | Buy |
36,075
+203
| +0.6% | +$14.8K | 0.25% | 110 |
|
|
2024
Q3 | $2.13M | Sell |
35,872
-897
| -2% | -$53.3K | 0.2% | 134 |
|
|
2024
Q2 | $1.88M | Sell |
36,769
-1,397
| -4% | -$71.4K | 0.19% | 145 |
|
|
2024
Q1 | $2.05M | Buy |
38,166
+503
| +1% | +$27K | 0.21% | 137 |
|
|
2023
Q4 | $1.7M | Buy |
37,663
+330
| +0.9% | +$14.9K | 0.19% | 152 |
|
|
2023
Q3 | $1.84M | Sell |
37,333
-517
| -1% | -$25.4K | 0.22% | 125 |
|
|
2023
Q2 | $1.81M | Buy |
37,850
+460
| +1% | +$21.9K | 0.21% | 134 |
|
|
2023
Q1 | $1.48M | Sell |
37,390
-1,100
| -3% | -$43.5K | 0.18% | 160 |
|
|
2022
Q4 | $1.58M | Sell |
38,490
-3,505
| -8% | -$144K | 0.2% | 154 |
|
|
2022
Q3 | $1.63M | Sell |
41,995
-1,350
| -3% | -$52.4K | 0.22% | 134 |
|
|
2022
Q2 | $1.48M | Sell |
43,345
-300
| -0.7% | -$10.2K | 0.19% | 155 |
|
|
2022
Q1 | $1.38M | Buy |
43,645
+1,200
| +3% | +$37.8K | 0.16% | 173 |
|
|
2021
Q4 | $1.04M | Buy |
42,445
+4,600
| +12% | +$113K | 0.12% | 202 |
|
|
2021
Q3 | $948K | Buy |
37,845
+5,050
| +15% | +$127K | 0.12% | 204 |
|
|
2021
Q2 | $931K | Buy |
32,795
+5,000
| +18% | +$142K | 0.13% | 201 |
|
|
2021
Q1 | $774K | Buy |
27,795
+1,550
| +6% | +$43.2K | 0.12% | 212 |
|
|
2020
Q4 | $602K | Buy |
+26,245
| New | +$602K | 0.1% | 223 |
|