Venture Visionary Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
9,536
+3
| +0% | +$242 | 0.03% | 319 |
|
|
2025
Q1 | $777K | Buy |
9,533
+2
| +0% | +$163 | 0.03% | 307 |
|
|
2024
Q4 | $696K | Buy |
9,531
+2
| +0% | +$146 | 0.03% | 312 |
|
|
2024
Q3 | $566K | Buy |
9,529
+3
| +0% | +$178 | 0.02% | 350 |
|
|
2024
Q2 | $487K | Sell |
9,526
-1,438
| -13% | -$73.5K | 0.02% | 380 |
|
|
2024
Q1 | $588K | Sell |
10,964
-397
| -3% | -$21.3K | 0.03% | 340 |
|
|
2023
Q4 | $514K | Sell |
11,361
-2,042
| -15% | -$92.3K | 0.03% | 338 |
|
|
2023
Q3 | $659K | Sell |
13,403
-8,317
| -38% | -$409K | 0.04% | 292 |
|
|
2023
Q2 | $1.04M | Sell |
21,720
-5,855
| -21% | -$279K | 0.06% | 236 |
|
|
2023
Q1 | $1.09M | Buy |
27,575
+4,528
| +20% | +$179K | 0.07% | 220 |
|
|
2022
Q4 | $946K | Buy |
23,047
+3,449
| +18% | +$142K | 0.07% | 227 |
|
|
2022
Q3 | $760K | Buy |
19,598
+7,947
| +68% | +$308K | 0.06% | 241 |
|
|
2022
Q2 | $396K | Buy |
11,651
+2,545
| +28% | +$86.6K | 0.03% | 336 |
|
|
2022
Q1 | $286K | Sell |
9,106
-495
| -5% | -$15.5K | 0.02% | 416 |
|
|
2021
Q4 | $235K | Buy |
+9,601
| New | +$235K | 0.02% | 465 |
|