NewEdge 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 | $439K | Buy |
5,440
+124
| +2% | +$10K | ﹤0.01% | 1772 |
|
2025
Q1 | $433K | Sell |
5,316
-698
| -12% | -$56.9K | ﹤0.01% | 1662 |
|
2024
Q4 | $439K | Buy |
6,014
+326
| +6% | +$23.8K | ﹤0.01% | 1637 |
|
2024
Q3 | $338K | Sell |
5,688
-298
| -5% | -$17.7K | ﹤0.01% | 1732 |
|
2024
Q2 | $306K | Sell |
5,986
-98
| -2% | -$5.01K | ﹤0.01% | 1706 |
|
2024
Q1 | $326K | Buy |
6,084
+4,440
| +270% | +$238K | ﹤0.01% | 1599 |
|
2023
Q4 | $74.3K | Sell |
1,644
-21,483
| -93% | -$971K | ﹤0.01% | 2075 |
|
2023
Q3 | $1.14M | Buy |
23,127
+15,407
| +200% | +$758K | 0.01% | 809 |
|
2023
Q2 | $368K | Sell |
7,720
-123
| -2% | -$5.87K | ﹤0.01% | 1362 |
|
2023
Q1 | $310K | Sell |
7,843
-113
| -1% | -$4.47K | ﹤0.01% | 1362 |
|
2022
Q4 | $273K | Sell |
7,956
-11,922
| -60% | -$410K | 0.01% | 1049 |
|
2022
Q3 | $771K | Buy |
19,878
+12,590
| +173% | +$488K | 0.01% | 759 |
|
2022
Q2 | $248K | Buy |
+7,288
| New | +$248K | ﹤0.01% | 1296 |
|
2017
Q3 | – | Sell |
-298
| Closed | -$14.2K | – | 1085 |
|
2017
Q2 | $14.2K | Buy |
+298
| New | +$14.2K | ﹤0.01% | 839 |
|