Valley Wealth Managers’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$2.92K | – | 417 |
|
|
2024
Q4 | $2.92K | Hold |
40
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $2.38K | Hold |
40
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $2.04K | Buy |
+40
| New | +$2.04K | ﹤0.01% | 341 |
|
|
2019
Q3 | – | Sell |
-9,452
| Closed | -$317K | – | 204 |
|
|
2019
Q2 | $317K | Sell |
9,452
-8,000
| -46% | -$268K | 0.03% | 164 |
|
|
2019
Q1 | $591K | Buy |
+17,452
| New | +$591K | 0.06% | 140 |
|