Private Wealth Management 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 | $20.7K | Sell |
256
-48
| -16% | -$3.88K | 0.01% | 292 |
|
|
2025
Q1 | $24.8K | Sell |
304
-17
| -5% | -$1.39K | 0.01% | 258 |
|
|
2024
Q4 | $23.4K | Sell |
321
-21
| -6% | -$1.53K | 0.01% | 269 |
|
|
2024
Q3 | $20.3K | Hold |
342
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $17.5K | Sell |
342
-181
| -35% | -$9.25K | 0.01% | 304 |
|
|
2024
Q1 | $28.1K | Hold |
523
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $23.7K | Buy |
+523
| New | +$23.7K | 0.01% | 246 |
|