Pathstone Family Office’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.01M | Buy |
20,525
+11,906
| +138% | +$584K | 0.01% | 702 |
|
|
2023
Q2 | $408K | Sell |
8,619
-1,254
| -13% | -$59.4K | 0.01% | 830 |
|
|
2023
Q1 | $389K | Sell |
9,873
-34,903
| -78% | -$1.38M | 0.01% | 794 |
|
|
2022
Q4 | $1.35M | Sell |
44,776
-2,148
| -5% | -$64.5K | 0.01% | 650 |
|
|
2022
Q3 | $1.84M | Buy |
46,924
+34,096
| +266% | +$1.34M | 0.02% | 472 |
|
|
2022
Q2 | $436K | Buy |
12,828
+633
| +5% | +$21.5K | 0.01% | 636 |
|
|
2022
Q1 | $384K | Buy |
12,195
+1,769
| +17% | +$55.7K | 0.01% | 651 |
|
|
2021
Q4 | $256K | Sell |
10,426
-8,342
| -44% | -$205K | 0.01% | 761 |
|
|
2021
Q3 | $470K | Buy |
18,768
+7,634
| +69% | +$191K | 0.01% | 542 |
|
|
2021
Q2 | $316K | Hold |
11,134
| – | – | 0.01% | 627 |
|
|
2021
Q1 | $310K | Buy |
+11,134
| New | +$310K | 0.01% | 473 |
|
|
2020
Q2 | – | Sell |
-566
| Closed | -$9K | – | 975 |
|
|
2020
Q1 | $9K | Buy |
+566
| New | +$9K | ﹤0.01% | 553 |
|