Valeo Financial Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $270K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $7K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Buy |
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