Sullivan, Bruyette, Speros & Blaney’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $616K | Sell |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $373K | Hold |
|
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $665K | Hold |
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|
2019
Q3 | $678K | Sell |
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|
2019
Q2 | $776K | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $636K | Hold |
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|
2018
Q3 | $846K | Hold |
|
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|
2018
Q2 | $801K | Hold |
|
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|
2018
Q1 | $1.03M | Hold |
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|
2017
Q4 | $1.19M | Hold |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $1M | Hold |
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|
2016
Q4 | $938K | Hold |
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|
2016
Q3 | $754K | Hold |
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|
2016
Q2 | $679K | Buy |
|