Pathstone Holdings’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.49M Sell
67,980
-1,333
-2% -$108K 0.02% 512
2025
Q1
$5.64M Buy
69,313
+4,521
+7% +$368K 0.02% 520
2024
Q4
$4.73M Sell
64,792
-1,006
-2% -$73.5K 0.02% 564
2024
Q3
$3.91M Sell
65,798
-522
-0.8% -$31K 0.02% 646
2024
Q2
$3.39M Sell
66,320
-1,105
-2% -$56.5K 0.02% 672
2024
Q1
$3.62M Buy
67,425
+5,446
+9% +$292K 0.02% 639
2023
Q4
$2.8M Buy
+61,979
New +$2.8M 0.02% 616