WIA
Wetzel Investment Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
4,190
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $341K | Sell |
4,190
-1,500
| -26% | -$122K | 0.17% | 84 |
|
|
2024
Q4 | $416K | Sell |
5,690
-500
| -8% | -$36.5K | 0.21% | 77 |
|
|
2024
Q3 | $368K | Hold |
6,190
| – | – | 0.19% | 82 |
|
|
2024
Q2 | $332K | Hold |
6,190
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $314K | Sell |
6,190
-1,300
| -17% | -$66K | 0.19% | 84 |
|
|
2023
Q4 | $339K | Buy |
+7,490
| New | +$339K | 0.21% | 76 |
|