SWM
Sculati Wealth Management’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
36,238
-1,569
| -4% | -$127K | 1.1% | 28 |
|
|
2025
Q1 | $3.08M | Sell |
37,807
-1,094
| -3% | -$89.1K | 1.25% | 21 |
|
|
2024
Q4 | $2.84M | Buy |
38,901
+200
| +0.5% | +$14.6K | 1.12% | 25 |
|
|
2024
Q3 | $2.3M | Buy |
38,701
+791
| +2% | +$47K | 0.92% | 30 |
|
|
2024
Q2 | $1.94M | Buy |
37,910
+2,310
| +6% | +$118K | 0.83% | 43 |
|
|
2024
Q1 | $1.91M | Buy |
35,600
+10,006
| +39% | +$537K | 0.82% | 40 |
|
|
2023
Q4 | $1.16M | Sell |
25,594
-753
| -3% | -$34.1K | 0.54% | 58 |
|
|
2023
Q3 | $1.3M | Sell |
26,347
-4,580
| -15% | -$225K | 0.66% | 52 |
|
|
2023
Q2 | $1.48M | Sell |
30,927
-3,925
| -11% | -$187K | 0.74% | 46 |
|
|
2023
Q1 | $1.38M | Sell |
34,852
-7,318
| -17% | -$290K | 0.73% | 49 |
|
|
2022
Q4 | $1.73M | Sell |
42,170
-6,484
| -13% | -$266K | 0.97% | 34 |
|
|
2022
Q3 | $1.89M | Sell |
48,654
-3,475
| -7% | -$135K | 1.11% | 28 |
|
|
2022
Q2 | $1.77M | Buy |
52,129
+710
| +1% | +$24.1K | 1.01% | 31 |
|
|
2022
Q1 | $1.62M | Buy |
51,419
+3,835
| +8% | +$121K | 0.79% | 43 |
|
|
2021
Q4 | $1.17M | Buy |
47,584
+1,853
| +4% | +$45.5K | 0.57% | 53 |
|
|
2021
Q3 | $1.15M | Buy |
45,731
+2,705
| +6% | +$67.8K | 0.61% | 55 |
|
|
2021
Q2 | $1.22M | Buy |
43,026
+5,994
| +16% | +$170K | 0.65% | 47 |
|
|
2021
Q1 | $1.03M | Buy |
+37,032
| New | +$1.03M | 0.59% | 51 |
|