Portman Square Capital’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,116
| Closed | -$228K | – | 171 |
|
|
2024
Q4 | $228K | Buy |
+3,116
| New | +$228K | 0.01% | 58 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 161 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2023
Q3 | – | Sell |
-14,470
| Closed | -$690K | – | 191 |
|
|
2023
Q2 | $690K | Buy |
14,470
+4,320
| +43% | +$206K | 0.02% | 82 |
|
|
2023
Q1 | $402K | Hold |
10,150
| – | – | 0.02% | 99 |
|
|
2022
Q4 | $416K | Buy |
+10,150
| New | +$416K | 0.03% | 97 |
|