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Total Wealth Planning & Management’s Unum UNM Stock Holding History

Total Wealth Planning & Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Buy
31,373
+2,309
+8% +$186K 2.05% 5
2025
Q1 		$2.37M Sell
29,064
-911
-3% -$74.2K 2.25% 4
2024
Q4 		$2.19M Buy
+29,975
New +$2.19M 1.99% 6