Shelton Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
|
|||||
|
2025
Q2 | $471K | Sell |
|
|||||
|
2025
Q1 | $491K | Sell |
|
|||||
|
2024
Q4 | $471K | Sell |
|
|||||
|
2024
Q3 | $423K | Hold |
|
|||||
|
2024
Q2 | $364K | Sell |
|
|||||
|
2024
Q1 | $424K | Hold |
|
|||||
|
2023
Q4 | $358K | Sell |
|
|||||
|
2023
Q3 | $424K | Sell |
|
|||||
|
2023
Q2 | $438K | Sell |
|
|||||
|
2023
Q1 | $372K | Sell |
|
|||||
|
2022
Q4 | $400K | Sell |
|
|||||
|
2022
Q3 | $420K | Hold |
|
|||||
|
2022
Q2 | $369K | Hold |
|
|||||
|
2022
Q1 | $341K | Hold |
|
|||||
|
2021
Q4 | $266K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $1.08M | Buy |
|
|||||
|
2016
Q2 | $641K | Sell |
|
|||||
|
2016
Q1 | $738K | Buy |
|
|||||
|
2015
Q4 | $545K | Sell |
|
|||||
|
2015
Q3 | $547K | Buy |
|
|||||
|
2015
Q2 | $535K | Buy |
|