Wealthspire Advisors (New York)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,682
| New | +$217K | ﹤0.01% | 763 |
|
|
2021
Q2 | – | Sell |
-12,461
| Closed | -$347K | – | 650 |
|
|
2021
Q1 | $347K | Buy |
12,461
+1,165
| +10% | +$32.4K | 0.01% | 510 |
|
|
2020
Q4 | $259K | Buy |
+11,296
| New | +$259K | 0.01% | 484 |
|
|
2019
Q1 | – | Sell |
-205
| Closed | -$6K | – | 750 |
|
|
2018
Q4 | $6K | Buy |
+205
| New | +$6K | ﹤0.01% | 626 |
|