SVB Wealth’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,867
| Closed | -$234K | – | 1560 |
|
|
2025
Q1 | $234K | Buy |
2,867
+79
| +3% | +$6.44K | 0.01% | 292 |
|
|
2024
Q4 | $204K | Buy |
+2,788
| New | +$204K | ﹤0.01% | 683 |
|
|
2024
Q2 | – | Sell |
-4,308
| Closed | -$231K | – | 819 |
|
|
2024
Q1 | $231K | Sell |
4,308
-577
| -12% | -$31K | 0.01% | 713 |
|
|
2023
Q4 | $221K | Buy |
4,885
+16
| +0.3% | +$723 | 0.01% | 737 |
|
|
2023
Q3 | $240K | Sell |
4,869
-1,525
| -24% | -$75K | 0.01% | 688 |
|
|
2023
Q2 | $305K | Buy |
6,394
+394
| +7% | +$18.8K | 0.01% | 668 |
|
|
2023
Q1 | $237K | Buy |
+6,000
| New | +$237K | ﹤0.01% | 821 |
|
|
2022
Q4 | – | Sell |
-5,579
| Closed | -$217K | – | 1092 |
|
|
2022
Q3 | $217K | Buy |
+5,579
| New | +$217K | ﹤0.01% | 825 |
|