Perigon Wealth Management’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy	2,987 +198	+7%	+$16K	0.01%	926
2025 Q1	$227K	Buy	+2,789	New	+$227K	0.01%	913
2021 Q1	–	Sell	-1,637	Closed	-$38K	–	996
2020 Q4	$38K	Buy	+1,637	New	+$38K	﹤0.01%	825