Westover Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
14,033
-9
| -0.1% | -$727 | 0.23% | 87 |
|
|
2025
Q1 | $1.14M | Sell |
14,042
-476
| -3% | -$38.8K | 0.25% | 90 |
|
|
2024
Q4 | $1.06M | Sell |
14,518
-111
| -0.8% | -$8.11K | 0.23% | 89 |
|
|
2024
Q3 | $870K | Buy |
14,629
+4,642
| +46% | +$276K | 0.17% | 104 |
|
|
2024
Q2 | $510K | Sell |
9,987
-260
| -3% | -$13.3K | 0.13% | 127 |
|
|
2024
Q1 | $550K | Sell |
10,247
-2,453
| -19% | -$132K | 0.16% | 107 |
|
|
2023
Q4 | $574K | Buy |
12,700
+7,359
| +138% | +$333K | 0.19% | 95 |
|
|
2023
Q3 | $263K | Sell |
5,341
-202
| -4% | -$9.94K | 0.1% | 150 |
|
|
2023
Q2 | $264K | Buy |
+5,543
| New | +$264K | 0.09% | 151 |
|