RWM
Ritholtz Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
42,327
+160
| +0.4% | +$12.9K | 0.08% | 173 |
|
|
2025
Q1 | $3.43M | Buy |
42,167
+7,990
| +23% | +$651K | 0.1% | 141 |
|
|
2024
Q4 | $2.5M | Buy |
34,177
+637
| +2% | +$46.5K | 0.07% | 191 |
|
|
2024
Q3 | $1.99M | Sell |
33,540
-682
| -2% | -$40.5K | 0.06% | 233 |
|
|
2024
Q2 | $1.75M | Sell |
34,222
-4,381
| -11% | -$224K | 0.06% | 228 |
|
|
2024
Q1 | $2.07M | Sell |
38,603
-5,963
| -13% | -$320K | 0.07% | 189 |
|
|
2023
Q4 | $2.02M | Sell |
44,566
-6,013
| -12% | -$272K | 0.08% | 165 |
|
|
2023
Q3 | $2.49M | Buy |
50,579
+1,805
| +4% | +$88.8K | 0.11% | 110 |
|
|
2023
Q2 | $2.33M | Buy |
48,774
+9,899
| +25% | +$472K | 0.1% | 118 |
|
|
2023
Q1 | $1.54M | Buy |
38,875
+14,731
| +61% | +$583K | 0.08% | 166 |
|
|
2022
Q4 | $991K | Sell |
24,144
-1,323
| -5% | -$54.3K | 0.06% | 233 |
|
|
2022
Q3 | $988K | Buy |
+25,467
| New | +$988K | 0.05% | 242 |
|