Robertson Stephens Wealth Management’s Unum UNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
2,954
-202
-6% -$16.3K 0.01% 497
2025
Q1
$257K Sell
3,156
-32
-1% -$2.61K 0.01% 472
2024
Q4
$233K Buy
+3,188
New +$233K 0.01% 517