Virtus Investment Advisers’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 |
-6,105
| Closed | -$446K | – | 683 |
|
|
2024
Q4 | $446K | Hold |
6,105
| – | – | 0.35% | 101 |
|
|
2024
Q3 | $363K | Hold |
6,105
| – | – | 0.29% | 111 |
|
|
2024
Q2 | $312K | Sell |
6,105
-2,900
| -32% | -$148K | 0.26% | 119 |
|
|
2024
Q1 | $483K | Sell |
9,005
-5,820
| -39% | -$312K | 0.35% | 83 |
|
|
2023
Q4 | $670K | Sell |
14,825
-9,502
| -39% | -$430K | 0.5% | 50 |
|
|
2023
Q3 | $1.2M | Hold |
24,327
| – | – | 0.81% | 31 |
|
|
2023
Q2 | $1.16M | Buy |
+24,327
| New | +$1.16M | 0.79% | 27 |
|
|
2018
Q1 | – | Sell |
-13,532
| Closed | -$743K | – | 412 |
|
|
2017
Q4 | $743K | Sell |
13,532
-1,405
| -9% | -$77.1K | 0.08% | 244 |
|
|
2017
Q3 | $764K | Sell |
14,937
-866
| -5% | -$44.3K | 0.08% | 252 |
|
|
2017
Q2 | $737K | Sell |
15,803
-2,830
| -15% | -$132K | 0.07% | 267 |
|
|
2017
Q1 | $874K | Sell |
18,633
-2,711
| -13% | -$127K | 0.08% | 259 |
|
|
2016
Q4 | $938K | Buy |
21,344
+19,394
| +995% | +$852K | 0.07% | 278 |
|
|
2016
Q3 | $69K | Buy |
+1,950
| New | +$69K | ﹤0.01% | 512 |
|