Summit Trail 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 | $1.31M | Buy |
16,254
+5,393
| +50% | +$436K | 0.02% | 377 |
|
|
2025
Q1 | $885K | Buy |
10,861
+2,767
| +34% | +$225K | 0.03% | 177 |
|
|
2024
Q4 | $591K | Buy |
8,094
+2,600
| +47% | +$190K | 0.02% | 191 |
|
|
2024
Q3 | $327K | Buy |
5,494
+606
| +12% | +$36K | 0.01% | 520 |
|
|
2024
Q2 | $250K | Buy |
4,888
+357
| +8% | +$18.2K | 0.01% | 532 |
|
|
2024
Q1 | $243K | Buy |
4,531
+28
| +0.6% | +$1.5K | 0.01% | 519 |
|
|
2023
Q4 | $204K | Buy |
4,503
+280
| +7% | +$12.7K | 0.01% | 502 |
|
|
2023
Q3 | $208K | Sell |
4,223
-9
| -0.2% | -$443 | 0.01% | 492 |
|
|
2023
Q2 | $202K | Buy |
+4,232
| New | +$202K | 0.01% | 489 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$44K | – | 442 |
|
|
2018
Q2 | $44K | Buy |
+1,200
| New | +$44K | 0.02% | 313 |
|
|
2018
Q1 | – | Sell |
-1,412
| Closed | -$79K | – | 1594 |
|
|
2017
Q4 | $79K | Buy |
+1,412
| New | +$79K | 0.01% | 695 |
|