Oberweis Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-76,700
| Closed | -$3.77M | – | 224 |
|
2023
Q3 | $3.77M | Buy |
76,700
+14,100
| +23% | +$694K | 0.4% | 98 |
|
2023
Q2 | $2.99M | Buy |
62,600
+11,600
| +23% | +$553K | 0.36% | 108 |
|
2023
Q1 | $2.02M | Buy |
51,000
+22,000
| +76% | +$870K | 0.31% | 111 |
|
2022
Q4 | $1.19M | Buy |
29,000
+13,100
| +82% | +$537K | 0.25% | 126 |
|
2022
Q3 | $617K | Buy |
+15,900
| New | +$617K | 0.14% | 145 |
|