Venturi Wealth Management’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 |
-1,206
| Closed | -$88.1K | – | 1760 |
|
|
2024
Q4 | $88.1K | Buy |
1,206
+278
| +30% | +$20.3K | ﹤0.01% | 833 |
|
|
2024
Q3 | $55.2K | Buy |
928
+86
| +10% | +$5.11K | ﹤0.01% | 732 |
|
|
2024
Q2 | $43K | Sell |
842
-104
| -11% | -$5.32K | ﹤0.01% | 712 |
|
|
2024
Q1 | $50.8K | Buy |
946
+742
| +364% | +$39.8K | ﹤0.01% | 505 |
|
|
2023
Q4 | $9.23K | Buy |
204
+41
| +25% | +$1.85K | ﹤0.01% | 890 |
|
|
2023
Q3 | $8.02K | Buy |
163
+143
| +715% | +$7.04K | ﹤0.01% | 850 |
|
|
2023
Q2 | $954 | Buy |
+20
| New | +$954 | ﹤0.01% | 1019 |
|