Stokes Family Office’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,016
| Closed | -$493K | – | 340 |
|
2023
Q3 | $493K | Sell |
10,016
-379
| -4% | -$18.6K | 0.06% | 184 |
|
2023
Q2 | $496K | Buy |
10,395
+3,898
| +60% | +$186K | 0.06% | 175 |
|
2023
Q1 | $257K | Sell |
6,497
-274
| -4% | -$10.8K | 0.03% | 246 |
|
2022
Q4 | $278K | Buy |
6,771
+645
| +11% | +$26.5K | 0.04% | 228 |
|
2022
Q3 | $238K | Buy |
+6,126
| New | +$238K | 0.03% | 235 |
|