PWM
Paulson Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
3,980
+69
| +2% | +$5.57K | 0.08% | 110 |
|
|
2025
Q1 | $319K | Buy |
3,911
+89
| +2% | +$7.25K | 0.09% | 101 |
|
|
2024
Q4 | $279K | Sell |
3,822
-1,461
| -28% | -$107K | 0.08% | 117 |
|
|
2024
Q3 | $314K | Buy |
5,283
+25
| +0.5% | +$1.49K | 0.08% | 111 |
|
|
2024
Q2 | $269K | Sell |
5,258
-205
| -4% | -$10.5K | 0.08% | 115 |
|
|
2024
Q1 | $293K | Sell |
5,463
-324
| -6% | -$17.4K | 0.09% | 111 |
|
|
2023
Q4 | $262K | Sell |
5,787
-620
| -10% | -$28K | 0.08% | 113 |
|
|
2023
Q3 | $315K | Buy |
6,407
+751
| +13% | +$36.9K | 0.11% | 99 |
|
|
2023
Q2 | $270K | Buy |
+5,656
| New | +$270K | 0.09% | 103 |
|