Wealth Enhancement Advisory Services’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
48,074
+8,933
| +23% | +$734K | 0.01% | 1007 |
|
|
2025
Q1 | $3.19M | Sell |
39,141
-685
| -2% | -$55.8K | 0.01% | 1018 |
|
|
2024
Q4 | $2.91M | Buy |
39,826
+4,859
| +14% | +$355K | 0.01% | 1007 |
|
|
2024
Q3 | $2.08M | Buy |
34,967
+6,202
| +22% | +$369K | ﹤0.01% | 1028 |
|
|
2024
Q2 | $1.47M | Buy |
28,765
+4,823
| +20% | +$246K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $1.28M | Buy |
23,942
+6
| +0% | +$322 | ﹤0.01% | 1124 |
|
|
2023
Q4 | $1.08M | Sell |
23,936
-261
| -1% | -$11.8K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $1.19M | Buy |
+24,197
| New | +$1.19M | ﹤0.01% | 1028 |
|
|
2018
Q1 | – | Sell |
-19,460
| Closed | -$1.14M | – | 183 |
|
|
2017
Q4 | $1.14M | Buy |
+19,460
| New | +$1.14M | 0.08% | 102 |
|
|
2017
Q3 | – | Sell |
-52,498
| Closed | -$2.5M | – | 185 |
|
|
2017
Q2 | $2.5M | Buy |
+52,498
| New | +$2.5M | 0.23% | 55 |
|