Concord Wealth Partners Unum Group Transaction History

Concord Wealth Partners

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$45.18 - $53.7 $1,084 - $1,288	-24 Closed	0 $0
Q4 2023 Apr 30, 2024	SELL	$42.08 - $51.67 $42 - $51	-1 Reduced 4.0%	24 $1,000
Q4 2023 Feb 05, 2024	SELL	$42.08 - $51.67 $42 - $51	-1 Reduced 4.0%	24 $1,000
Q3 2023 Apr 30, 2024	BUY	$47.27 - $50.4 $47 - $50	1 Added 4.17%	25 $1,000
Q2 2023 Aug 07, 2023	BUY	$38.84 - $47.7 $971 - $1,192	25 New	25 $1,000
Q4 2022 Jan 27, 2023	BUY	$38.96 - $46.09 $2,259 - $2,673	58 New	58 $2,000
Q2 2022 Aug 04, 2022	SELL	$30.52 - $37.16 $14,924 - $18,171	-489 Reduced 58.99%	340 $12,000
Q1 2022 Apr 20, 2022	SELL	$24.99 - $31.8 $674 - $858	-27 Reduced 3.15%	829 $26,000
Q4 2021 Jan 21, 2022	BUY	$22.38 - $28.63 $3,513 - $4,494	157 Added 22.46%	856 $21,000
Q3 2021 Nov 09, 2021	SELL	$23.42 - $28.83 $7,728 - $9,513	-330 Reduced 32.07%	699 $18,000
Q2 2021 Jul 29, 2021	BUY	$27.03 - $31.9 $22,651 - $26,732	838 Added 438.74%	1,029 $29,000
Q1 2021 May 13, 2021	BUY	$22.09 - $29.44 $4,219 - $5,623	191 New	191 $5,000

676

128M

817K

809K

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $15.2B
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...

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