Simon Quick Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
4,131
+1,645
| +66% | +$133K | 0.01% | 578 |
|
|
2025
Q1 | $203K | Buy |
+2,486
| New | +$203K | 0.01% | 563 |
|
|
2020
Q4 | – | Sell |
-234
| Closed | -$4K | – | 552 |
|
|
2020
Q3 | $4K | Sell |
234
-129
| -36% | -$2.21K | ﹤0.01% | 386 |
|
|
2020
Q2 | $6K | Buy |
+363
| New | +$6K | ﹤0.01% | 350 |
|
|
2019
Q4 | – | Sell |
-118
| Closed | -$4K | – | 685 |
|
|
2019
Q3 | $4K | Sell |
118
-242
| -67% | -$8.2K | ﹤0.01% | 324 |
|
|
2019
Q2 | $12.1K | Sell |
360
-23,640
| -99% | -$793K | 0.01% | 212 |
|
|
2019
Q1 | $812K | Hold |
24,000
| – | – | 0.34% | 30 |
|
|
2018
Q4 | $705K | Hold |
24,000
| – | – | 0.26% | 37 |
|
|
2018
Q3 | $938K | Hold |
24,000
| – | – | 0.38% | 29 |
|
|
2018
Q2 | $887K | Buy |
+24,000
| New | +$887K | 0.38% | 27 |
|
|
2017
Q2 | – | Sell |
-31,634
| Closed | -$1.48M | – | 382 |
|
|
2017
Q1 | $1.48M | Hold |
31,634
| – | – | 0.88% | 24 |
|
|
2016
Q4 | $1.39M | Buy |
+31,634
| New | +$1.39M | 1.04% | 19 |
|