A detailed history of Ever Source Wealth Advisors, LLC transactions in Unum Group stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 654 shares of UNM stock, worth $48,912. This represents 0.0% of its overall portfolio holdings.

Number of Shares
654
Previous 529 23.63%
Holding current value
$48,912
Previous $31,000 51.61%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$58.88 - $77.07 $7,360 - $9,633
125 Added 23.63%
654 $47,000
Q3 2024

Nov 08, 2024

SELL
$49.81 - $59.44 $3,685 - $4,398
-74 Reduced 12.27%
529 $31,000
Q2 2024

Aug 13, 2024

BUY
$48.48 - $54.28 $7,175 - $8,033
148 Added 32.53%
603 $30,000
Q1 2024

Jun 11, 2024

BUY
$45.18 - $53.7 $2,891 - $3,436
64 Added 16.37%
455 $24,000
Q4 2023

Feb 09, 2024

SELL
$42.08 - $51.67 $6,059 - $7,440
-144 Reduced 26.92%
391 $17,000
Q3 2023

Nov 03, 2023

BUY
$47.27 - $50.4 $898 - $957
19 Added 3.68%
535 $26,000
Q2 2023

Aug 04, 2023

BUY
$38.84 - $47.7 $1,437 - $1,764
37 Added 7.72%
516 $24,000
Q1 2023

May 11, 2023

BUY
$36.64 - $45.57 $4,360 - $5,422
119 Added 33.06%
479 $18,000
Q4 2022

Feb 09, 2023

SELL
$38.96 - $46.09 $2,649 - $3,134
-68 Reduced 15.89%
360 $14,000
Q3 2022

Nov 07, 2022

SELL
$24.33 - $40.9 $38,052 - $63,967
-1,564 Reduced 78.51%
428 $17,000
Q2 2022

Aug 01, 2022

BUY
$30.52 - $37.16 $47,306 - $57,597
1,550 Added 350.68%
1,992 $68,000
Q1 2022

May 25, 2022

SELL
$24.99 - $31.8 $174 - $222
-7 Reduced 1.56%
442 $14,000
Q4 2021

Feb 07, 2022

BUY
$22.38 - $28.63 $10,048 - $12,854
449 New
449 $11,000

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $15B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.