Patten Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
6,480
| – | – | 0.11% | 170 |
|
|
2025
Q1 | $528K | Hold |
6,480
| – | – | 0.12% | 171 |
|
|
2024
Q4 | $473K | Sell |
6,480
-751
| -10% | -$54.8K | 0.1% | 185 |
|
|
2024
Q3 | $430K | Hold |
7,231
| – | – | 0.1% | 193 |
|
|
2024
Q2 | $370K | Hold |
7,231
| – | – | 0.09% | 196 |
|
|
2024
Q1 | $388K | Hold |
7,231
| – | – | 0.1% | 191 |
|
|
2023
Q4 | $327K | Buy |
7,231
+93
| +1% | +$4.21K | 0.09% | 192 |
|
|
2023
Q3 | $351K | Sell |
7,138
-400
| -5% | -$19.7K | 0.1% | 181 |
|
|
2023
Q2 | $360K | Sell |
7,538
-647
| -8% | -$30.9K | 0.05% | 181 |
|
|
2023
Q1 | $324K | Hold |
8,185
| – | – | 0.1% | 191 |
|
|
2022
Q4 | $336K | Hold |
8,185
| – | – | 0.11% | 192 |
|
|
2022
Q3 | $341K | Hold |
8,185
| – | – | 0.12% | 183 |
|
|
2022
Q2 | $269K | Hold |
8,185
| – | – | 0.09% | 206 |
|
|
2022
Q1 | $258K | Hold |
8,185
| – | – | 0.07% | 224 |
|
|
2021
Q4 | $201K | Sell |
8,185
-600
| -7% | -$14.7K | 0.05% | 259 |
|
|
2021
Q3 | $220K | Hold |
8,785
| – | – | 0.06% | 240 |
|
|
2021
Q2 | $250K | Sell |
8,785
-2,016
| -19% | -$57.4K | 0.07% | 231 |
|
|
2021
Q1 | $301K | Hold |
10,801
| – | – | 0.1% | 204 |
|
|
2020
Q4 | $248K | Sell |
10,801
-7,680
| -42% | -$176K | 0.07% | 211 |
|
|
2020
Q3 | $311K | Buy |
18,481
+6,803
| +58% | +$114K | 0.12% | 174 |
|
|
2020
Q2 | $194K | Sell |
11,678
-350
| -3% | -$5.81K | 0.08% | 198 |
|
|
2020
Q1 | $181K | Sell |
12,028
-2,264
| -16% | -$34.1K | 0.09% | 180 |
|
|
2019
Q4 | $417K | Sell |
14,292
-24,754
| -63% | -$722K | 0.16% | 146 |
|
|
2019
Q3 | $1.16M | Sell |
39,046
-2,237
| -5% | -$66.5K | 0.47% | 62 |
|
|
2019
Q2 | $1.39M | Sell |
41,283
-3,793
| -8% | -$127K | 0.57% | 56 |
|
|
2019
Q1 | $1.53M | Sell |
45,076
-845
| -2% | -$28.6K | 0.66% | 49 |
|
|
2018
Q4 | $1.35M | Sell |
45,921
-5,757
| -11% | -$169K | 0.64% | 44 |
|
|
2018
Q3 | $2.02M | Sell |
51,678
-4,640
| -8% | -$181K | 0.77% | 35 |
|
|
2018
Q2 | $2.08M | Buy |
56,318
+15,481
| +38% | +$573K | 0.83% | 31 |
|
|
2018
Q1 | $1.94M | Sell |
40,837
-262
| -0.6% | -$12.5K | 0.8% | 35 |
|
|
2017
Q4 | $2.26M | Sell |
41,099
-5,470
| -12% | -$300K | 0.89% | 30 |
|
|
2017
Q3 | $2.38M | Sell |
46,569
-395
| -0.8% | -$20.2K | 0.96% | 26 |
|
|
2017
Q2 | $2.39M | Sell |
46,964
-504
| -1% | -$25.6K | 0.97% | 24 |
|
|
2017
Q1 | $2.2M | Sell |
47,468
-2,436
| -5% | -$113K | 0.96% | 26 |
|
|
2016
Q4 | $2.29M | Sell |
49,904
-470
| -0.9% | -$21.6K | 1.03% | 23 |
|
|
2016
Q3 | $1.82M | Sell |
50,374
-1,000
| -2% | -$36.2K | 0.86% | 32 |
|
|
2016
Q2 | $1.63M | Buy |
51,374
+1,425
| +3% | +$45.3K | 0.76% | 37 |
|
|
2016
Q1 | $1.54M | Buy |
49,949
+39,774
| +391% | +$1.23M | 0.73% | 37 |
|
|
2015
Q4 | $339K | Hold |
10,175
| – | – | 0.16% | 132 |
|
|
2015
Q3 | $326K | Sell |
10,175
-476
| -4% | -$15.3K | 0.17% | 126 |
|
|
2015
Q2 | $381K | Sell |
10,651
-347
| -3% | -$12.4K | 0.18% | 120 |
|
|
2015
Q1 | $371K | Hold |
10,998
| – | – | 0.19% | 122 |
|
|
2014
Q4 | $383K | Buy |
+10,998
| New | +$383K | 0.19% | 121 |
|