Sugarloaf Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29.1K | Hold |
|
|||||
|
2024
Q3 | $23.7K | Hold |
|
|||||
|
2024
Q2 | $20.4K | Hold |
|
|||||
|
2024
Q1 | $21.4K | Hold |
|
|||||
|
2023
Q4 | $18K | Hold |
|
|||||
|
2023
Q3 | $19.6K | Hold |
|
|||||
|
2023
Q2 | $19K | Hold |
|
|||||
|
2023
Q1 | $15.8K | Sell |
|
|||||
|
2022
Q4 | $33.4K | Sell |
|
|||||
|
2022
Q3 | $94K | Buy |
|
|||||
|
2022
Q2 | $67K | Sell |
|
|||||
|
2022
Q1 | $70K | Buy |
|
|||||
|
2021
Q4 | $33K | Sell |
|
|||||
|
2021
Q3 | $49K | Buy |
|
|||||
|
2021
Q2 | $42K | Buy |
|
|||||
|
2021
Q1 | $20 | Buy |
|
|||||
|
2020
Q4 | $16K | Buy |
|
|||||
|
2020
Q3 | $12K | Sell |
|
|||||
|
2020
Q2 | $13K | Buy |
|
|||||
|
2020
Q1 | $9K | Buy |
|
|||||
|
2019
Q4 | $12K | Buy |
|