XML Financial’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Hold |
13,755
| – | – | 0.08% | 180 |
|
|
2025
Q4 | $1.07M | Sell |
13,755
-75
| -0.5% | -$5.74K | 0.09% | 170 |
|
|
2025
Q3 | $1.08M | Sell |
13,830
-875
| -6% | -$65.6K | 0.09% | 174 |
|
|
2025
Q2 | $1.19M | Sell |
14,705
-100
| -0.7% | -$7.9K | 0.1% | 164 |
|
|
2025
Q1 | $1.21M | Sell |
14,805
-110
| -0.7% | -$8.48K | 0.11% | 154 |
|
|
2024
Q4 | $1.09M | Sell |
14,915
-4,415
| -23% | -$304K | 0.1% | 163 |
|
|
2024
Q3 | $1.15M | Sell |
19,330
-300
| -2% | -$16.3K | 0.11% | 159 |
|
|
2024
Q2 | $1M | Hold |
19,630
| – | – | 0.1% | 164 |
|
|
2024
Q1 | $1.05M | Buy |
19,630
+250
| +1% | +$12.2K | 0.11% | 160 |
|
|
2023
Q4 | $876K | Sell |
19,380
-310
| -2% | -$14.1K | 0.09% | 173 |
|
|
2023
Q3 | $969K | Sell |
19,690
-200
| -1% | -$9.78K | 0.12% | 157 |
|
|
2023
Q2 | $949K | Buy |
19,890
+740
| +4% | +$32.3K | 0.11% | 162 |
|
|
2023
Q1 | $742K | Sell |
19,150
-950
| -5% | -$39.2K | 0.09% | 179 |
|
|
2022
Q4 | $825K | Sell |
20,100
-50
| -0.2% | -$2.1K | 0.1% | 166 |
|
|
2022
Q3 | $782K | Hold |
20,150
| – | – | 0.11% | 159 |
|
|
2022
Q2 | $686K | Sell |
20,150
-500
| -2% | -$16.9K | 0.16% | 118 |
|
|
2022
Q1 | $651K | Buy |
20,650
+2,000
| +11% | +$55.9K | 0.08% | 183 |
|
|
2021
Q4 | $458K | Buy |
18,650
+2,050
| +12% | +$52.5K | 0.06% | 212 |
|
|
2021
Q3 | $416K | Buy |
16,600
+1,400
| +9% | +$37.1K | 0.06% | 214 |
|
|
2021
Q2 | $432K | Buy |
15,200
+2,000
| +15% | +$58.8K | 0.1% | 153 |
|
|
2021
Q1 | $367K | Buy |
13,200
+1,000
| +8% | +$26K | 0.09% | 152 |
|
|
2020
Q4 | $280K | Buy |
+12,200
| New | +$252K | 0.07% | 169 |
|
Other funds holding UNM
VPM
VCM
