TPA
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Trivium Point Advisory’s Unum UNM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$873K Sell
10,814
-668
-6% -$53.9K 0.09% 191
2025
Q1
$935K Sell
11,482
-465
-4% -$37.9K 0.12% 172
2024
Q4
$872K Sell
11,947
-1,089
-8% -$79.5K 0.11% 181
2024
Q3
$926K Sell
13,036
-1,900
-13% -$135K 0.13% 174
2024
Q2
$763K Buy
14,936
+944
+7% +$48.2K 0.11% 179
2024
Q1
$751K Sell
13,992
-964
-6% -$51.7K 0.16% 132
2023
Q4
$676K Buy
14,956
+134
+0.9% +$6.06K 0.16% 127
2023
Q3
$713K Sell
14,822
-2,296
-13% -$110K 0.2% 124
2023
Q2
$817K Buy
+17,118
New +$817K 0.22% 127