Waterfront Wealth’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
29,350
+158
| +0.5% | +$12.8K | 0.53% | 52 |
|
|
2025
Q1 | $2.38M | Sell |
29,192
-94
| -0.3% | -$7.66K | 0.58% | 49 |
|
|
2024
Q4 | $2.14M | Sell |
29,286
-13,315
| -31% | -$972K | 0.52% | 50 |
|
|
2024
Q3 | $2.63M | Buy |
42,601
+8,617
| +25% | +$532K | 0.65% | 43 |
|
|
2024
Q2 | $1.74M | Buy |
33,984
+3,658
| +12% | +$187K | 0.47% | 58 |
|
|
2024
Q1 | $1.55M | Buy |
30,326
+1,421
| +5% | +$72.4K | 0.43% | 69 |
|
|
2023
Q4 | $1.31M | Buy |
28,905
+1,303
| +5% | +$58.9K | 0.39% | 73 |
|
|
2023
Q3 | $1.34M | Buy |
27,602
+969
| +4% | +$47K | 0.44% | 63 |
|
|
2023
Q2 | $1.3M | Buy |
26,633
+924
| +4% | +$45.2K | 0.39% | 76 |
|
|
2023
Q1 | $1.02M | Buy |
25,709
+1,640
| +7% | +$64.9K | 0.33% | 86 |
|
|
2022
Q4 | $1M | Sell |
24,069
-1,159
| -5% | -$48.2K | 0.34% | 90 |
|
|
2022
Q3 | $1.14M | Buy |
25,228
+1,236
| +5% | +$55.7K | 0.43% | 63 |
|
|
2022
Q2 | $816K | Sell |
23,992
-1,393
| -5% | -$47.4K | 0.33% | 87 |
|
|
2022
Q1 | $810K | Buy |
+25,385
| New | +$810K | 0.29% | 92 |
|