Sugarloaf Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29.1K | Hold |
399
| – | – | 0.01% | 361 |
|
|
2024
Q3 | $23.7K | Hold |
399
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $20.4K | Hold |
399
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $21.4K | Hold |
399
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $18K | Hold |
399
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $19.6K | Hold |
399
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $19K | Hold |
399
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $15.8K | Sell |
399
-416
| -51% | -$16.5K | ﹤0.01% | 422 |
|
|
2022
Q4 | $33.4K | Sell |
815
-1,601
| -66% | -$65.7K | 0.01% | 339 |
|
|
2022
Q3 | $94K | Buy |
2,416
+458
| +23% | +$17.8K | 0.02% | 200 |
|
|
2022
Q2 | $67K | Sell |
1,958
-336
| -15% | -$11.5K | 0.02% | 238 |
|
|
2022
Q1 | $70K | Buy |
2,294
+942
| +70% | +$28.7K | 0.02% | 235 |
|
|
2021
Q4 | $33K | Sell |
1,352
-615
| -31% | -$15K | 0.01% | 354 |
|
|
2021
Q3 | $49K | Buy |
1,967
+495
| +34% | +$12.3K | 0.01% | 268 |
|
|
2021
Q2 | $42K | Buy |
1,472
+759
| +106% | +$21.7K | 0.01% | 298 |
|
|
2021
Q1 | $20 | Buy |
713
+4
| +0.6% | – | 0.01% | 407 |
|
|
2020
Q4 | $16K | Buy |
709
+4
| +0.6% | +$90 | 0.01% | 422 |
|
|
2020
Q3 | $12K | Sell |
705
-94
| -12% | -$1.6K | ﹤0.01% | 438 |
|
|
2020
Q2 | $13K | Buy |
799
+202
| +34% | +$3.29K | 0.01% | 416 |
|
|
2020
Q1 | $9K | Buy |
597
+198
| +50% | +$2.99K | ﹤0.01% | 452 |
|
|
2019
Q4 | $12K | Buy |
+399
| New | +$12K | 0.01% | 451 |
|